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 | $81,902 | $97,744-16.2% | $103,476-20.8% | $145,922-43.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.79% | 25.41%-9.6pp | 23.90%-8.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,305 | $4,677-50.7% | $4,672-50.7% | $4,660-50.5% |
| Participant deferral / active EE | $7,346 | $6,603+11.3% | $6,623+10.9% | $6,688+9.8% |
| Admin fee / account holder | $498 | $12,515-96.0% | $9,413-94.7% | $13,397-96.3% |