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 | $43,613 | $92,703-53.0% | $82,719-47.3% | $134,475-67.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.55% | 944.92%-954.5pp | 701.18%-710.7pp | 417.96%-427.5pp |
| Employer contribution / active EE | $3,309 | $3,274+1.1% | $3,009+10.0% | $4,740-30.2% |
| Participant deferral / active EE | $6,921 | $4,802+44.1% | $4,395+57.5% | $6,400+8.2% |
| Admin fee / account holder | $5,487 | $5,983-8.3% | $5,329+3.0% | $11,426-52.0% |