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 | $88,915 | $127,777-30.4% | $106,548-16.5% | $167,490-46.9% |
| Participation rate | 94.7% | 78.3%+16.5pp | 76.1%+18.6pp | 82.1%+12.6pp |
| Annual return | 14.17% | 33.87%-19.7pp | 26.80%-12.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $582 | $3,427-83.0% | $2,819-79.4% | $4,837-88.0% |
| Participant deferral / active EE | $3,695 | $5,087-27.4% | $4,398-16.0% | $6,341-41.7% |
| Admin fee / account holder | $2,079 | $11,228-81.5% | $7,407-71.9% | $12,309-83.1% |