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 10-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 | $44,662 | $152,509-70.7% | $117,472-62.0% | $134,475-66.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.39% | 52.99%-62.4pp | 29.74%-39.1pp | 417.96%-427.4pp |
| Employer contribution / active EE | $1,513 | $5,571-72.8% | $4,176-63.8% | $4,740-68.1% |
| Participant deferral / active EE | $9,534 | $4,818+97.9% | $4,070+134.2% | $6,400+49.0% |
| Admin fee / account holder | $1,381 | $7,004-80.3% | $5,645-75.5% | $11,426-87.9% |