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 | $120,669 | $133,958-9.9% | $112,228+7.5% | $134,475-10.3% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -16.05% | 47.11%-63.2pp | 27.45%-43.5pp | 417.96%-434.0pp |
| Employer contribution / active EE | $8,648 | $4,038+114.2% | $3,635+137.9% | $4,740+82.5% |
| Participant deferral / active EE | $12,126 | $5,291+129.2% | $4,728+156.5% | $6,400+89.5% |
| Admin fee / account holder | $2,517 | $7,489-66.4% | $6,410-60.7% | $11,426-78.0% |