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 | $47,342 | $100,754-53.0% | $86,677-45.4% | $134,475-64.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.27% | 29.04%-46.3pp | 35.91%-53.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,129 | $3,489-39.0% | $2,836-24.9% | $4,740-55.1% |
| Participant deferral / active EE | $9,000 | $5,338+68.6% | $4,656+93.3% | $6,400+40.6% |
| Admin fee / account holder | $955 | $10,926-91.3% | $7,493-87.3% | $11,426-91.6% |