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 | $20,012 | $100,754-80.1% | $86,677-76.9% | $134,475-85.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.60% | 29.04%-47.6pp | 35.91%-54.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,118 | $3,489-39.3% | $2,836-25.3% | $4,740-55.3% |
| Participant deferral / active EE | $3,549 | $5,338-33.5% | $4,656-23.8% | $6,400-44.5% |
| Admin fee / account holder | $1,513 | $10,926-86.1% | $7,493-79.8% | $11,426-86.8% |