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 | $31,264 | $133,958-76.7% | $112,228-72.1% | $134,475-76.8% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -0.36% | 47.11%-47.5pp | 27.45%-27.8pp | 417.96%-418.3pp |
| Employer contribution / active EE | $6,512 | $4,038+61.3% | $3,635+79.2% | $4,740+37.4% |
| Participant deferral / active EE | $3,877 | $5,291-26.7% | $4,728-18.0% | $6,400-39.4% |
| Admin fee / account holder | $335 | $7,489-95.5% | $6,410-94.8% | $11,426-97.1% |