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 | $76,928 | $114,381-32.7% | $107,525-28.5% | $142,382-46.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.46% | 242.71%-224.2pp | 181.32%-162.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,466 | $4,015-13.7% | $3,754-7.7% | $4,299-19.4% |
| Participant deferral / active EE | $7,850 | $5,564+41.1% | $5,116+53.5% | $6,507+20.6% |
| Admin fee / account holder | $4,488 | $9,860-54.5% | $8,919-49.7% | $12,624-64.5% |