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 | $47,136 | $100,754-53.2% | $86,677-45.6% | $134,475-64.9% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -13.03% | 29.04%-42.1pp | 35.91%-48.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,439 | $3,489-58.8% | $2,836-49.3% | $4,740-69.6% |
| Participant deferral / active EE | $3,390 | $5,338-36.5% | $4,656-27.2% | $6,400-47.0% |
| Admin fee / account holder | $1,391 | $10,926-87.3% | $7,493-81.4% | $11,426-87.8% |