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 | $83,597 | $53,162+57.2% | $91,220-8.4% | $68,494+22.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -7.55% | -3.14%-4.4pp | 114.01%-121.6pp | -7.84%+0.3pp |
| Employer contribution / active EE | $5,073 | $1,709+196.8% | $2,850+78.0% | $2,596+95.4% |
| Participant deferral / active EE | $7,360 | $2,974+147.5% | $4,234+73.8% | $4,027+82.8% |
| Admin fee / account holder | $3,163 | $4,493-29.6% | $5,420-41.6% | $5,403-41.5% |