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 7-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 | $15,984 | $133,958-88.1% | $112,228-85.8% | $134,475-88.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.11% | 47.11%-59.2pp | 27.45%-39.6pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,062 | $4,038-48.9% | $3,635-43.3% | $4,740-56.5% |
| Participant deferral / active EE | $4,149 | $5,291-21.6% | $4,728-12.2% | $6,400-35.2% |
| Admin fee / account holder | $564 | $7,489-92.5% | $6,410-91.2% | $11,426-95.1% |