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 | $42,978 | $95,193-54.9% | $76,523-43.8% | $135,375-68.3% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.0%+22.0pp | 82.6%+7.4pp |
| Annual return | -7.48% | 4.85%-12.3pp | -0.27%-7.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,468 | $3,302-25.3% | $2,647-6.8% | $4,779-48.4% |
| Participant deferral / active EE | $5,465 | $4,639+17.8% | $3,835+42.5% | $5,609-2.6% |
| Admin fee / account holder | $1,926 | $6,249-69.2% | $4,848-60.3% | $10,827-82.2% |