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 | $104,974-28.7% | $95,585-21.6% | $142,382-47.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.38% | 210.33%-198.0pp | 38.56%-26.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,280 | $2,779-17.9% | $2,527-9.8% | $4,299-47.0% |
| Participant deferral / active EE | $6,375 | $4,352+46.5% | $4,023+58.5% | $6,507-2.0% |
| Admin fee / account holder | $2,202 | $6,386-65.5% | $6,127-64.1% | $12,624-82.6% |