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 | $47,687 | $167,484-71.5% | $151,611-68.5% | $134,475-64.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -18.67% | 7.80%-26.5pp | 3.33%-22.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,758 | $6,829-74.3% | $6,166-71.5% | $4,740-62.9% |
| Participant deferral / active EE | $9,022 | $8,986+0.4% | $8,363+7.9% | $6,400+41.0% |
| Admin fee / account holder | $413 | $13,783-97.0% | $11,616-96.4% | $11,426-96.4% |