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 | $33,682 | $100,754-66.6% | $86,677-61.1% | $134,475-75.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.65% | 29.04%-48.7pp | 35.91%-55.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $4,220 | $3,489+21.0% | $2,836+48.8% | $4,740-11.0% |
| Participant deferral / active EE | $12,382 | $5,338+132.0% | $4,656+166.0% | $6,400+93.5% |
| Admin fee / account holder | $2,273 | $10,926-79.2% | $7,493-69.7% | $11,426-80.1% |