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 7-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 | $104,851 | $117,381-10.7% | $99,443+5.4% | $152,861-31.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.75% | 31.87%-10.1pp | 30.72%-9.0pp | 345.32%-323.6pp |
| Employer contribution / active EE | $4,348 | $3,013+44.3% | $2,540+71.2% | $4,762-8.7% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,274 | $7,631-70.2% | $6,250-63.6% | $11,596-80.4% |