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 | $49,942 | $167,307-70.1% | $143,757-65.3% | $134,475-62.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.19% | 0.46%-11.6pp | -0.04%-11.1pp | 417.96%-429.2pp |
| Employer contribution / active EE | $2,099 | $5,619-62.6% | $4,951-57.6% | $4,740-55.7% |
| Participant deferral / active EE | $4,625 | $6,446-28.2% | $5,637-17.9% | $6,400-27.7% |
| Admin fee / account holder | $706 | $18,088-96.1% | $14,673-95.2% | $11,426-93.8% |