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 | $44,457 | $142,344-68.8% | $119,609-62.8% | $134,475-66.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.84% | -12.44%+1.6pp | -14.97%+4.1pp | 417.96%-428.8pp |
| Employer contribution / active EE | $2,627 | $5,222-49.7% | $4,232-37.9% | $4,740-44.6% |
| Participant deferral / active EE | $9,231 | $6,469+42.7% | $5,602+64.8% | $6,400+44.2% |
| Admin fee / account holder | $770 | $13,584-94.3% | $10,323-92.5% | $11,426-93.3% |