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 | $30,028 | $129,942-76.9% | $104,294-71.2% | $134,475-77.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.52% | 42.03%-56.5pp | 24.61%-39.1pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,723 | $4,184-34.9% | $3,372-19.2% | $4,740-42.6% |
| Participant deferral / active EE | $10,019 | $5,588+79.3% | $4,625+116.6% | $6,400+56.6% |
| Admin fee / account holder | $7,650 | $9,323-17.9% | $7,339+4.2% | $11,426-33.0% |