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 9-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 | $84,640 | $167,484-49.5% | $151,611-44.2% | $134,475-37.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.35% | 7.80%-24.1pp | 3.33%-19.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $9,322 | $6,829+36.5% | $6,166+51.2% | $4,740+96.7% |
| Participant deferral / active EE | $6,883 | $8,986-23.4% | $8,363-17.7% | $6,400+7.6% |
| Admin fee / account holder | $316 | $13,783-97.7% | $11,616-97.3% | $11,426-97.2% |