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 | $54,190 | $167,484-67.6% | $151,611-64.3% | $134,475-59.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.99% | 7.80%-28.8pp | 3.33%-24.3pp | 417.96%-439.0pp |
| Employer contribution / active EE | $4,109 | $6,829-39.8% | $6,166-33.4% | $4,740-13.3% |
| Participant deferral / active EE | $13,122 | $8,986+46.0% | $8,363+56.9% | $6,400+105.0% |
| Admin fee / account holder | $708 | $13,783-94.9% | $11,616-93.9% | $11,426-93.8% |