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 | $34,378 | $105,860-67.5% | $90,749-62.1% | $134,475-74.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.66% | -11.01%-7.7pp | -12.16%-6.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $7,110 | $3,462+105.4% | $2,921+143.4% | $4,740+50.0% |
| Participant deferral / active EE | $15,455 | $5,216+196.3% | $4,564+238.6% | $6,400+141.5% |
| Admin fee / account holder | $4,936 | $13,938-64.6% | $8,445-41.5% | $11,426-56.8% |