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 | $48,134 | $100,754-52.2% | $86,677-44.5% | $134,475-64.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.47% | 29.04%-44.5pp | 35.91%-51.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,259 | $3,489-6.6% | $2,836+14.9% | $4,740-31.2% |
| Participant deferral / active EE | $8,488 | $5,338+59.0% | $4,656+82.3% | $6,400+32.6% |
| Admin fee / account holder | $2,428 | $10,926-77.8% | $7,493-67.6% | $11,426-78.7% |