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 | $77,014 | $142,344-45.9% | $119,609-35.6% | $134,475-42.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.82% | -12.44%-7.4pp | -14.97%-4.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,837 | $5,222-7.4% | $4,232+14.3% | $4,740+2.1% |
| Participant deferral / active EE | $12,250 | $6,469+89.4% | $5,602+118.7% | $6,400+91.4% |
| Admin fee / account holder | $4,634 | $13,584-65.9% | $10,323-55.1% | $11,426-59.4% |