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 | $80,362 | $211,958-62.1% | $169,463-52.6% | $135,375-40.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.40% | 3.26%-9.7pp | 1.83%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $5,417 | $5,120+5.8% | $4,159+30.2% | $4,779+13.4% |
| Participant deferral / active EE | $9,255 | $6,075+52.4% | $5,277+75.4% | $5,609+65.0% |
| Admin fee / account holder | $489 | $11,471-95.7% | $9,109-94.6% | $10,827-95.5% |