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 | $33,646 | $100,754-66.6% | $86,677-61.2% | $134,475-75.0% |
| Participation rate | 95.5% | 78.9%+16.5pp | 76.6%+18.9pp | 81.2%+14.2pp |
| Annual return | -17.23% | 29.04%-46.3pp | 35.91%-53.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $8,299 | $3,489+137.9% | $2,836+192.6% | $4,740+75.1% |
| Participant deferral / active EE | $4,153 | $5,338-22.2% | $4,656-10.8% | $6,400-35.1% |
| Admin fee / account holder | $373 | $10,926-96.6% | $7,493-95.0% | $11,426-96.7% |