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 | $53,314 | $142,344-62.5% | $119,609-55.4% | $134,475-60.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.12% | -12.44%+0.3pp | -14.97%+2.8pp | 417.96%-430.1pp |
| Employer contribution / active EE | $11,184 | $5,222+114.2% | $4,232+164.3% | $4,740+136.0% |
| Participant deferral / active EE | $7,003 | $6,469+8.2% | $5,602+25.0% | $6,400+9.4% |
| Admin fee / account holder | $1,320 | $13,584-90.3% | $10,323-87.2% | $11,426-88.4% |