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 9-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 | $50,190 | $95,862-47.6% | $79,550-36.9% | $134,475-62.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -18.98% | -2.69%-16.3pp | 0.16%-19.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $15,202 | $3,128+386.0% | $2,413+530.0% | $4,740+220.7% |
| Participant deferral / active EE | $8,407 | $4,693+79.1% | $3,985+111.0% | $6,400+31.4% |
| Admin fee / account holder | $2,307 | $9,126-74.7% | $6,832-66.2% | $11,426-79.8% |