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 | $133,034 | $54,350+144.8% | $82,719+60.8% | $68,494+94.2% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | -14.00% | -13.67%-0.3pp | 701.18%-715.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $13,487 | $2,218+508.1% | $3,009+348.2% | $2,596+419.5% |
| Participant deferral / active EE | $9,906 | $3,246+205.2% | $4,395+125.4% | $4,027+146.0% |
| Admin fee / account holder | $3,490 | $4,395-20.6% | $5,329-34.5% | $5,403-35.4% |