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 | $87,955 | $167,307-47.4% | $143,757-38.8% | $134,475-34.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.99% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $15,338 | $5,619+173.0% | $4,951+209.8% | $4,740+223.6% |
| Participant deferral / active EE | $9,772 | $6,446+51.6% | $5,637+73.4% | $6,400+52.7% |
| Admin fee / account holder | $607 | $18,088-96.6% | $14,673-95.9% | $11,426-94.7% |