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 | $37,162 | $82,286-54.8% | $68,791-46.0% | $134,475-72.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -7.11% | -2.19%-4.9pp | -6.38%-0.7pp | 417.96%-425.1pp |
| Employer contribution / active EE | $5,285 | $3,301+60.1% | $2,655+99.1% | $4,740+11.5% |
| Participant deferral / active EE | $10,177 | $4,739+114.8% | $3,941+158.2% | $6,400+59.0% |
| Admin fee / account holder | $985 | $6,481-84.8% | $4,932-80.0% | $11,426-91.4% |