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 8-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 | $37,982 | $167,307-77.3% | $143,757-73.6% | $134,475-71.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.89% | 0.46%-13.4pp | -0.04%-12.8pp | 417.96%-430.9pp |
| Employer contribution / active EE | $15,436 | $5,619+174.7% | $4,951+211.8% | $4,740+225.7% |
| Participant deferral / active EE | $9,395 | $6,446+45.7% | $5,637+66.7% | $6,400+46.8% |
| Admin fee / account holder | $1,955 | $18,088-89.2% | $14,673-86.7% | $11,426-82.9% |