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 | $68,577 | $104,106-34.1% | $71,086-3.5% | $135,375-49.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.81% | 1256.30%-1264.1pp | 650.59%-658.4pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,712 | $1,485+15.3% | $1,088+57.4% | $4,779-64.2% |
| Participant deferral / active EE | $12,625 | $2,527+399.6% | $1,874+573.6% | $5,609+125.1% |
| Admin fee / account holder | $678 | $4,142-83.6% | $3,082-78.0% | $10,827-93.7% |