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 | $96,381 | $100,754-4.3% | $86,677+11.2% | $134,475-28.3% |
| Participation rate | 86.7% | 78.9%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | -5.11% | 29.04%-34.1pp | 35.91%-41.0pp | 417.96%-423.1pp |
| Employer contribution / active EE | $1,059 | $3,489-69.7% | $2,836-62.7% | $4,740-77.7% |
| Participant deferral / active EE | $2,565 | $5,338-51.9% | $4,656-44.9% | $6,400-59.9% |
| Admin fee / account holder | $4,927 | $10,926-54.9% | $7,493-34.3% | $11,426-56.9% |