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 6-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 | $25,952 | $167,484-84.5% | $151,611-82.9% | $134,475-80.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.72% | 7.80%-24.5pp | 3.33%-20.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,540 | $6,829-62.8% | $6,166-58.8% | $4,740-46.4% |
| Participant deferral / active EE | $13,635 | $8,986+51.7% | $8,363+63.0% | $6,400+113.1% |
| Admin fee / account holder | $870 | $13,783-93.7% | $11,616-92.5% | $11,426-92.4% |