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 | $62,129 | $167,484-62.9% | $151,611-59.0% | $134,475-53.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.27% | 7.80%-23.1pp | 3.33%-18.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $12,353 | $6,829+80.9% | $6,166+100.3% | $4,740+160.6% |
| Participant deferral / active EE | $8,610 | $8,986-4.2% | $8,363+2.9% | $6,400+34.5% |
| Admin fee / account holder | $919 | $13,783-93.3% | $11,616-92.1% | $11,426-92.0% |