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 | $11,965 | $30,732-61.1% | $59,496-79.9% | $59,632-79.9% |
| Participation rate | 87.0% | 43.2%+43.8pp | 54.6%+32.5pp | 68.7%+18.4pp |
| Annual return | -2.29% | 4.47%-6.8pp | 182.05%-184.3pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $2,005 | $631+217.9% | $1,153+73.9% | $2,203-9.0% |
| Participant deferral / active EE | $0 | $1,183-100.0% | $1,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $841 | $2,136-60.6% | $2,232-62.3% | $4,297-80.4% |