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 | $36,121 | $167,484-78.4% | $151,611-76.2% | $134,475-73.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.04% | 7.80%-26.8pp | 3.33%-22.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $10,240 | $6,829+50.0% | $6,166+66.1% | $4,740+116.1% |
| Participant deferral / active EE | $16,832 | $8,986+87.3% | $8,363+101.3% | $6,400+163.0% |
| Admin fee / account holder | $2,540 | $13,783-81.6% | $11,616-78.1% | $11,426-77.8% |