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 | $64,060 | $154,117-58.4% | $129,995-50.7% | $139,434-54.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.54% | 32.48%-13.9pp | -137.18%+155.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,116 | $5,289-41.1% | $4,320-27.9% | $4,751-34.4% |
| Participant deferral / active EE | $6,419 | $6,710-4.3% | $5,820+10.3% | $6,710-4.3% |
| Admin fee / account holder | $653 | $14,007-95.3% | $10,614-93.8% | $11,403-94.3% |