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 | $43,314 | $100,754-57.0% | $86,677-50.0% | $134,475-67.8% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -19.16% | 29.04%-48.2pp | 35.91%-55.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,991 | $3,489-14.3% | $2,836+5.4% | $4,740-36.9% |
| Participant deferral / active EE | $4,916 | $5,338-7.9% | $4,656+5.6% | $6,400-23.2% |
| Admin fee / account holder | $2,193 | $10,926-79.9% | $7,493-70.7% | $11,426-80.8% |