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 8-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 | $55,191 | $167,484-67.0% | $151,611-63.6% | $134,475-59.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.70% | 7.80%-24.5pp | 3.33%-20.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $5,601 | $6,829-18.0% | $6,166-9.2% | $4,740+18.2% |
| Participant deferral / active EE | $12,490 | $8,986+39.0% | $8,363+49.3% | $6,400+95.2% |
| Admin fee / account holder | $302 | $13,783-97.8% | $11,616-97.4% | $11,426-97.4% |