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 10-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 | $74,114 | $167,484-55.7% | $151,611-51.1% | $134,475-44.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.54% | 7.80%-21.3pp | 3.33%-16.9pp | 417.96%-431.5pp |
| Employer contribution / active EE | $3,204 | $6,829-53.1% | $6,166-48.0% | $4,740-32.4% |
| Participant deferral / active EE | $6,876 | $8,986-23.5% | $8,363-17.8% | $6,400+7.4% |
| Admin fee / account holder | $3,703 | $13,783-73.1% | $11,616-68.1% | $11,426-67.6% |