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 | $67,066 | $100,754-33.4% | $86,677-22.6% | $134,475-50.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.78% | 29.04%-42.8pp | 35.91%-49.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $4,376 | $3,489+25.4% | $2,836+54.3% | $4,740-7.7% |
| Participant deferral / active EE | $12,722 | $5,338+138.3% | $4,656+173.3% | $6,400+98.8% |
| Admin fee / account holder | $870 | $10,926-92.0% | $7,493-88.4% | $11,426-92.4% |