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 7-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 | $44,901 | $82,286-45.4% | $68,791-34.7% | $134,475-66.6% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | 104.76% | -2.19%+107.0pp | -6.38%+111.1pp | 417.96%-313.2pp |
| Employer contribution / active EE | $10,953 | $3,301+231.8% | $2,655+312.5% | $4,740+131.1% |
| Participant deferral / active EE | $6,253 | $4,739+32.0% | $3,941+58.7% | $6,400-2.3% |
| Admin fee / account holder | $883 | $6,481-86.4% | $4,932-82.1% | $11,426-92.3% |