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 7-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 | $36,643 | $127,386-71.2% | $115,037-68.1% | $125,391-70.8% |
| Participation rate | 95.2% | 84.2%+11.1pp | 81.4%+13.9pp | 83.2%+12.0pp |
| Annual return | -1.14% | 31.28%-32.4pp | 26.14%-27.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $11,224 | $5,166+117.3% | $4,608+143.6% | $4,866+130.7% |
| Participant deferral / active EE | $4,863 | $6,423-24.3% | $6,026-19.3% | $5,352-9.1% |
| Admin fee / account holder | $5,720 | $9,516-39.9% | $8,175-30.0% | $9,540-40.0% |