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 | $109,642 | $133,958-18.2% | $112,228-2.3% | $134,475-18.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.12% | 47.11%-60.2pp | 27.45%-40.6pp | 417.96%-431.1pp |
| Employer contribution / active EE | $18,760 | $4,038+364.6% | $3,635+416.2% | $4,740+295.8% |
| Participant deferral / active EE | $6,320 | $5,291+19.5% | $4,728+33.7% | $6,400-1.2% |
| Admin fee / account holder | $812 | $7,489-89.2% | $6,410-87.3% | $11,426-92.9% |