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 | $51,222 | $167,484-69.4% | $151,611-66.2% | $134,475-61.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -16.64% | 7.80%-24.4pp | 3.33%-20.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,530 | $6,829-62.9% | $6,166-59.0% | $4,740-46.6% |
| Participant deferral / active EE | $10,666 | $8,986+18.7% | $8,363+27.5% | $6,400+66.7% |
| Admin fee / account holder | $1,277 | $13,783-90.7% | $11,616-89.0% | $11,426-88.8% |