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 8-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 | $28,559 | $100,754-71.7% | $86,677-67.1% | $134,475-78.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.48% | 29.04%-46.5pp | 35.91%-53.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,035 | $3,489-41.7% | $2,836-28.2% | $4,740-57.1% |
| Participant deferral / active EE | $5,408 | $5,338+1.3% | $4,656+16.1% | $6,400-15.5% |
| Admin fee / account holder | $1,091 | $10,926-90.0% | $7,493-85.4% | $11,426-90.5% |