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 | $65,570 | $133,958-51.1% | $112,228-41.6% | $134,475-51.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.78% | 47.11%-60.9pp | 27.45%-41.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $3,290 | $4,038-18.5% | $3,635-9.5% | $4,740-30.6% |
| Participant deferral / active EE | $1,561 | $5,291-70.5% | $4,728-67.0% | $6,400-75.6% |
| Admin fee / account holder | $3,599 | $7,489-51.9% | $6,410-43.9% | $11,426-68.5% |