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 | $42,878 | $167,484-74.4% | $151,611-71.7% | $134,475-68.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.46% | 7.80%-28.3pp | 3.33%-23.8pp | 417.96%-438.4pp |
| Employer contribution / active EE | $4,443 | $6,829-34.9% | $6,166-27.9% | $4,740-6.3% |
| Participant deferral / active EE | $7,935 | $8,986-11.7% | $8,363-5.1% | $6,400+24.0% |
| Admin fee / account holder | $319 | $13,783-97.7% | $11,616-97.3% | $11,426-97.2% |