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 | $29,427 | $167,484-82.4% | $151,611-80.6% | $134,475-78.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.60% | 7.80%-21.4pp | 3.33%-16.9pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,883 | $6,829-43.1% | $6,166-37.0% | $4,740-18.1% |
| Participant deferral / active EE | $11,177 | $8,986+24.4% | $8,363+33.6% | $6,400+74.7% |
| Admin fee / account holder | $489 | $13,783-96.5% | $11,616-95.8% | $11,426-95.7% |