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 7-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 | $94,083 | $167,484-43.8% | $151,611-37.9% | $134,475-30.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -8.37% | 7.80%-16.2pp | 3.33%-11.7pp | 417.96%-426.3pp |
| Employer contribution / active EE | $7,647 | $6,829+12.0% | $6,166+24.0% | $4,740+61.4% |
| Participant deferral / active EE | $13,743 | $8,986+52.9% | $8,363+64.3% | $6,400+114.7% |
| Admin fee / account holder | $4,147 | $13,783-69.9% | $11,616-64.3% | $11,426-63.7% |