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 | $57,550 | $105,860-45.6% | $90,749-36.6% | $134,475-57.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.15% | -11.01%-9.1pp | -12.16%-8.0pp | 417.96%-438.1pp |
| Employer contribution / active EE | $6,307 | $3,462+82.2% | $2,921+115.9% | $4,740+33.1% |
| Participant deferral / active EE | $22,126 | $5,216+324.2% | $4,564+384.8% | $6,400+245.7% |
| Admin fee / account holder | $1,912 | $13,938-86.3% | $8,445-77.4% | $11,426-83.3% |