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 | $32,719 | $133,958-75.6% | $112,228-70.8% | $134,475-75.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.32% | 47.11%-62.4pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $8,875 | $4,038+119.8% | $3,635+144.2% | $4,740+87.3% |
| Participant deferral / active EE | $5,212 | $5,291-1.5% | $4,728+10.2% | $6,400-18.6% |
| Admin fee / account holder | $986 | $7,489-86.8% | $6,410-84.6% | $11,426-91.4% |