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 | $189,876 | $105,860+79.4% | $90,749+109.2% | $134,475+41.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.12% | -11.01%-0.1pp | -12.16%+1.0pp | 417.96%-429.1pp |
| Employer contribution / active EE | $23,897 | $3,462+590.2% | $2,921+718.2% | $4,740+404.2% |
| Participant deferral / active EE | $18,374 | $5,216+252.3% | $4,564+302.6% | $6,400+187.1% |
| Admin fee / account holder | $3,245 | $13,938-76.7% | $8,445-61.6% | $11,426-71.6% |