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 10-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 | $87,238 | $142,344-38.7% | $119,609-27.1% | $134,475-35.1% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -14.66% | -12.44%-2.2pp | -14.97%+0.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $7,948 | $5,222+52.2% | $4,232+87.8% | $4,740+67.7% |
| Participant deferral / active EE | $7,399 | $6,469+14.4% | $5,602+32.1% | $6,400+15.6% |
| Admin fee / account holder | $554 | $13,584-95.9% | $10,323-94.6% | $11,426-95.1% |