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 | $54,369 | $142,344-61.8% | $119,609-54.5% | $134,475-59.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.87% | -12.44%-6.4pp | -14.97%-3.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $14,513 | $5,222+177.9% | $4,232+242.9% | $4,740+206.2% |
| Participant deferral / active EE | $9,271 | $6,469+43.3% | $5,602+65.5% | $6,400+44.9% |
| Admin fee / account holder | $1,495 | $13,584-89.0% | $10,323-85.5% | $11,426-86.9% |