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 10-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 | $60,487 | $167,484-63.9% | $151,611-60.1% | $134,475-55.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.62% | 7.80%-21.4pp | 3.33%-17.0pp | 417.96%-431.6pp |
| Employer contribution / active EE | $5,494 | $6,829-19.6% | $6,166-10.9% | $4,740+15.9% |
| Participant deferral / active EE | $14,476 | $8,986+61.1% | $8,363+73.1% | $6,400+126.2% |
| Admin fee / account holder | $25,489 | $13,783+84.9% | $11,616+119.4% | $11,426+123.1% |