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 9-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 | $89,649 | $133,958-33.1% | $112,228-20.1% | $134,475-33.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.51% | 47.11%-64.6pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,975 | $4,038-26.3% | $3,635-18.2% | $4,740-37.2% |
| Participant deferral / active EE | $8,842 | $5,291+67.1% | $4,728+87.0% | $6,400+38.2% |
| Admin fee / account holder | $734 | $7,489-90.2% | $6,410-88.6% | $11,426-93.6% |