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 | $23,961 | $133,958-82.1% | $112,228-78.6% | $134,475-82.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.27% | 47.11%-60.4pp | 27.45%-40.7pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,956 | $4,038-51.6% | $3,635-46.2% | $4,740-58.7% |
| Participant deferral / active EE | $3,390 | $5,291-35.9% | $4,728-28.3% | $6,400-47.0% |
| Admin fee / account holder | $2,495 | $7,489-66.7% | $6,410-61.1% | $11,426-78.2% |