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 | $63,164 | $82,286-23.2% | $68,791-8.2% | $134,475-53.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.87% | -2.19%-12.7pp | -6.38%-8.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,950 | $3,301-10.6% | $2,655+11.1% | $4,740-37.8% |
| Participant deferral / active EE | $14,210 | $4,739+199.9% | $3,941+260.6% | $6,400+122.0% |
| Admin fee / account holder | $320 | $6,481-95.1% | $4,932-93.5% | $11,426-97.2% |