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 4-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 | $63,405 | $100,754-37.1% | $86,677-26.8% | $134,475-52.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.74% | 29.04%-45.8pp | 35.91%-52.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,051 | $3,489+16.1% | $2,836+42.8% | $4,740-14.5% |
| Participant deferral / active EE | $19,374 | $5,338+262.9% | $4,656+316.1% | $6,400+202.7% |
| Admin fee / account holder | $1,740 | $10,926-84.1% | $7,493-76.8% | $11,426-84.8% |