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 | $69,828 | $100,754-30.7% | $86,677-19.4% | $134,475-48.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.03% | 29.04%-37.1pp | 35.91%-43.9pp | 417.96%-426.0pp |
| Employer contribution / active EE | $4,017 | $3,489+15.1% | $2,836+41.6% | $4,740-15.2% |
| Participant deferral / active EE | $8,890 | $5,338+66.5% | $4,656+90.9% | $6,400+38.9% |
| Admin fee / account holder | $2,370 | $10,926-78.3% | $7,493-68.4% | $11,426-79.3% |