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 | $103,671 | $142,344-27.2% | $119,609-13.3% | $134,475-22.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.94% | -12.44%+2.5pp | -14.97%+5.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $15,436 | $5,222+195.6% | $4,232+264.7% | $4,740+225.7% |
| Participant deferral / active EE | $13,377 | $6,469+106.8% | $5,602+138.8% | $6,400+109.0% |
| Admin fee / account holder | $456 | $13,584-96.6% | $10,323-95.6% | $11,426-96.0% |