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 | $86,085 | $106,584-19.2% | $101,326-15.0% | $142,382-39.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.01% | 36.93%-20.9pp | 36.82%-20.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $9,741 | $3,956+146.2% | $3,665+165.8% | $4,299+126.6% |
| Participant deferral / active EE | $5,550 | $8,297-33.1% | $7,994-30.6% | $6,507-14.7% |
| Admin fee / account holder | $729 | $11,446-93.6% | $11,185-93.5% | $12,624-94.2% |