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 | $38,062 | $82,664-54.0% | $125,339-69.6% | $68,494-44.4% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -13.77% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $4,610 | $3,381+36.4% | $4,814-4.2% | $2,596+77.6% |
| Participant deferral / active EE | $9,898 | $6,110+62.0% | $7,446+32.9% | $4,027+145.8% |
| Admin fee / account holder | $582 | $6,275-90.7% | $10,010-94.2% | $5,403-89.2% |