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 | $35,501 | $84,527-58.0% | $67,711-47.6% | $125,391-71.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.20% | 2.57%-5.8pp | 25.41%-28.6pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,028 | $3,292-68.8% | $2,559-59.8% | $4,866-78.9% |
| Participant deferral / active EE | $1,028 | $4,429-76.8% | $3,585-71.3% | $5,352-80.8% |
| Admin fee / account holder | $552 | $5,340-89.7% | $4,255-87.0% | $9,540-94.2% |