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 | $52,527 | $82,286-36.2% | $68,791-23.6% | $134,475-60.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.91% | -2.19%-13.7pp | -6.38%-9.5pp | 417.96%-433.9pp |
| Employer contribution / active EE | $9,487 | $3,301+187.4% | $2,655+257.3% | $4,740+100.2% |
| Participant deferral / active EE | $6,413 | $4,739+35.3% | $3,941+62.7% | $6,400+0.2% |
| Admin fee / account holder | $1,924 | $6,481-70.3% | $4,932-61.0% | $11,426-83.2% |