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 | $79,999 | $124,319-35.7% | $111,297-28.1% | $167,490-52.2% |
| Participation rate | 89.5% | 79.6%+9.9pp | 77.3%+12.2pp | 82.1%+7.4pp |
| Annual return | 19.58% | 37.44%-17.9pp | 54.65%-35.1pp | 478.56%-459.0pp |
| Employer contribution / active EE | $4,192 | $3,435+22.0% | $2,731+53.5% | $4,837-13.3% |
| Participant deferral / active EE | $12,039 | $5,180+132.4% | $4,487+168.3% | $6,341+89.9% |
| Admin fee / account holder | $4,128 | $10,618-61.1% | $7,964-48.2% | $12,309-66.5% |