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 6-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 | $74,894 | $101,618-26.3% | $93,063-19.5% | $137,256-45.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.38% | 223.95%-211.6pp | 34.15%-21.8pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,280 | $2,707-15.8% | $2,476-7.9% | $4,156-45.1% |
| Participant deferral / active EE | $6,375 | $4,279+49.0% | $3,958+61.1% | $6,407-0.5% |
| Admin fee / account holder | $2,202 | $6,198-64.5% | $6,033-63.5% | $12,270-82.1% |