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 | $69,975 | $95,862-27.0% | $79,550-12.0% | $134,475-48.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.30% | -2.69%-14.6pp | 0.16%-17.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $13,015 | $3,128+316.1% | $2,413+439.3% | $4,740+174.6% |
| Participant deferral / active EE | $10,000 | $4,693+113.1% | $3,985+150.9% | $6,400+56.3% |
| Admin fee / account holder | $891 | $9,126-90.2% | $6,832-87.0% | $11,426-92.2% |