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 | $97,309 | $111,535-12.8% | $105,223-7.5% | $137,256-29.1% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 27.52% | 237.85%-210.3pp | 180.65%-153.1pp | 220.34%-192.8pp |
| Employer contribution / active EE | $3,328 | $3,939-15.5% | $3,689-9.8% | $4,156-19.9% |
| Participant deferral / active EE | $5,108 | $5,500-7.1% | $5,072+0.7% | $6,407-20.3% |
| Admin fee / account holder | $2,953 | $9,721-69.6% | $8,859-66.7% | $12,270-75.9% |