See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,291 | $111,814-36.2% | $103,374-31.0% | $145,959-51.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.72% | 24.77%-12.0pp | 24.89%-12.2pp | 561.95%-549.2pp |
| Employer contribution / active EE | $2,643 | $4,214-37.3% | $3,869-31.7% | $4,661-43.3% |
| Participant deferral / active EE | $7,990 | $5,618+42.2% | $5,058+58.0% | $6,689+19.5% |
| Admin fee / account holder | $4,527 | $9,754-53.6% | $8,394-46.1% | $13,398-66.2% |