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 | $76,148 | $104,974-27.5% | $95,585-20.3% | $142,382-46.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.68% | 210.33%-193.7pp | 38.56%-21.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,752 | $2,779-37.0% | $2,527-30.7% | $4,299-59.3% |
| Participant deferral / active EE | $4,050 | $4,352-6.9% | $4,023+0.7% | $6,507-37.8% |
| Admin fee / account holder | $24,801 | $6,386+288.4% | $6,127+304.8% | $12,624+96.5% |