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 9-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 | $34,840 | $133,958-74.0% | $112,228-69.0% | $134,475-74.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.59% | 47.11%-61.7pp | 27.45%-42.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,099 | $4,038-23.3% | $3,635-14.7% | $4,740-34.6% |
| Participant deferral / active EE | $4,826 | $5,291-8.8% | $4,728+2.1% | $6,400-24.6% |
| Admin fee / account holder | $516 | $7,489-93.1% | $6,410-92.0% | $11,426-95.5% |