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 | $45,895 | $42,894+7.0% | $60,874-24.6% | $68,494-33.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -17.49% | -13.98%-3.5pp | 16.90%-34.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $11,065 | $1,978+459.4% | $2,701+309.6% | $2,596+326.2% |
| Participant deferral / active EE | $4,204 | $2,867+46.7% | $3,817+10.2% | $4,027+4.4% |
| Admin fee / account holder | $1,879 | $3,101-39.4% | $3,224-41.7% | $5,403-65.2% |