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 | $34,644 | $67,331-48.5% | $60,874-43.1% | $134,475-74.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.87% | 49.93%-68.8pp | 16.90%-35.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,618 | $3,096+49.1% | $2,701+70.9% | $4,740-2.6% |
| Participant deferral / active EE | $8,389 | $4,538+84.8% | $3,817+119.8% | $6,400+31.1% |
| Admin fee / account holder | $1,675 | $4,582-63.4% | $3,224-48.0% | $11,426-85.3% |