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 | $60,196 | $100,754-40.3% | $86,677-30.6% | $134,475-55.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.77% | 29.04%-48.8pp | 35.91%-55.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $5,051 | $3,489+44.8% | $2,836+78.1% | $4,740+6.6% |
| Participant deferral / active EE | $9,654 | $5,338+80.8% | $4,656+107.4% | $6,400+50.8% |
| Admin fee / account holder | $938 | $10,926-91.4% | $7,493-87.5% | $11,426-91.8% |