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 3-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 | $56,989 | $100,754-43.4% | $86,677-34.3% | $134,475-57.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.21% | 29.04%-44.2pp | 35.91%-51.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,428 | $3,489-1.8% | $2,836+20.9% | $4,740-27.7% |
| Participant deferral / active EE | $4,287 | $5,338-19.7% | $4,656-7.9% | $6,400-33.0% |
| Admin fee / account holder | $12,782 | $10,926+17.0% | $7,493+70.6% | $11,426+11.9% |