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 | $87,023 | $82,286+5.8% | $68,791+26.5% | $134,475-35.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.82% | -2.19%-14.6pp | -6.38%-10.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $6,610 | $3,301+100.2% | $2,655+148.9% | $4,740+39.5% |
| Participant deferral / active EE | $14,529 | $4,739+206.6% | $3,941+268.6% | $6,400+127.0% |
| Admin fee / account holder | $799 | $6,481-87.7% | $4,932-83.8% | $11,426-93.0% |