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 8-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 | $53,329 | $61,774-13.7% | $97,226-45.1% | $80,856-34.0% |
| Participation rate | 90.0% | 63.5%+26.5pp | 72.7%+17.3pp | 67.6%+22.4pp |
| Annual return | 10.92% | -557.90%+568.8pp | 75.13%-64.2pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,337 | $1,837+81.7% | $2,729+22.3% | $2,755+21.1% |
| Participant deferral / active EE | $6,744 | $3,029+122.7% | $4,264+58.2% | $4,296+57.0% |
| Admin fee / account holder | $1,731 | $5,166-66.5% | $5,654-69.4% | $6,918-75.0% |