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 7-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 | $79,224 | $100,754-21.4% | $86,677-8.6% | $134,475-41.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -6.20% | 29.04%-35.2pp | 35.91%-42.1pp | 417.96%-424.2pp |
| Employer contribution / active EE | $13,479 | $3,489+286.3% | $2,836+375.2% | $4,740+184.4% |
| Participant deferral / active EE | $14,526 | $5,338+172.1% | $4,656+212.0% | $6,400+127.0% |
| Admin fee / account holder | $621 | $10,926-94.3% | $7,493-91.7% | $11,426-94.6% |