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 | $69,207 | $94,752-27.0% | $112,887-38.7% | $139,434-50.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 22.37% | 40.88%-18.5pp | 34.10%-11.7pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,629 | $4,625-43.2% | $4,563-42.4% | $4,751-44.7% |
| Participant deferral / active EE | $6,849 | $6,512+5.2% | $6,513+5.2% | $6,710+2.1% |
| Admin fee / account holder | $751 | $8,527-91.2% | $7,047-89.3% | $11,403-93.4% |