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 | $87,192 | $127,386-31.6% | $115,037-24.2% | $125,391-30.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.22% | 31.28%-34.5pp | 26.14%-29.4pp | 282.22%-285.4pp |
| Employer contribution / active EE | $3,840 | $5,166-25.7% | $4,608-16.7% | $4,866-21.1% |
| Participant deferral / active EE | $12,308 | $6,423+91.6% | $6,026+104.2% | $5,352+130.0% |
| Admin fee / account holder | $780 | $9,516-91.8% | $8,175-90.5% | $9,540-91.8% |