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 7-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 | $49,616 | $106,543-53.4% | $91,220-45.6% | $134,475-63.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.54% | 160.60%-180.1pp | 114.01%-133.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,780 | $3,331+13.5% | $2,850+32.6% | $4,740-20.3% |
| Participant deferral / active EE | $8,540 | $4,719+81.0% | $4,234+101.7% | $6,400+33.4% |
| Admin fee / account holder | $649 | $6,231-89.6% | $5,420-88.0% | $11,426-94.3% |