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 9-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 | $69,803 | $82,286-15.2% | $68,791+1.5% | $134,475-48.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.63% | -2.19%-11.4pp | -6.38%-7.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $6,079 | $3,301+84.2% | $2,655+128.9% | $4,740+28.3% |
| Participant deferral / active EE | $10,832 | $4,739+128.6% | $3,941+174.8% | $6,400+69.3% |
| Admin fee / account holder | $605 | $6,481-90.7% | $4,932-87.7% | $11,426-94.7% |