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 | $83,533 | $133,958-37.6% | $112,228-25.6% | $134,475-37.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.80% | 47.11%-51.9pp | 27.45%-32.3pp | 417.96%-422.8pp |
| Employer contribution / active EE | $15,989 | $4,038+296.0% | $3,635+339.9% | $4,740+237.3% |
| Participant deferral / active EE | $9,414 | $5,291+77.9% | $4,728+99.1% | $6,400+47.1% |
| Admin fee / account holder | $318 | $7,489-95.8% | $6,410-95.0% | $11,426-97.2% |