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 | $40,220 | $82,286-51.1% | $68,791-41.5% | $134,475-70.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.14% | -2.19%-8.9pp | -6.38%-4.8pp | 417.96%-429.1pp |
| Employer contribution / active EE | $10,025 | $3,301+203.7% | $2,655+277.6% | $4,740+111.5% |
| Participant deferral / active EE | $4,464 | $4,739-5.8% | $3,941+13.3% | $6,400-30.2% |
| Admin fee / account holder | $395 | $6,481-93.9% | $4,932-92.0% | $11,426-96.5% |