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 | $91,196 | $111,754-18.4% | $103,333-11.7% | $145,922-37.5% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 28.89% | 24.77%+4.1pp | 24.88%+4.0pp | 561.29%-532.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,931 | $5,619-47.8% | $5,057-42.0% | $6,688-56.2% |
| Admin fee / account holder | $1,191 | $9,750-87.8% | $8,355-85.7% | $13,397-91.1% |