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 | $64,927 | $110,261-41.1% | $95,745-32.2% | $139,434-53.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.53% | 27.11%-17.6pp | 28.35%-18.8pp | 372.94%-363.4pp |
| Employer contribution / active EE | $5,842 | $3,257+79.4% | $2,835+106.1% | $4,751+23.0% |
| Participant deferral / active EE | $3,881 | $4,676-17.0% | $4,245-8.6% | $6,710-42.2% |
| Admin fee / account holder | $2,041 | $6,613-69.1% | $5,678-64.0% | $11,403-82.1% |