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 | $20,949 | $67,214-68.8% | $61,491-65.9% | $134,475-84.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.06% | -12.08%-5.0pp | -12.98%-4.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,837 | $4,974-43.0% | $4,246-33.2% | $4,740-40.1% |
| Participant deferral / active EE | $4,749 | $6,103-22.2% | $5,188-8.5% | $6,400-25.8% |
| Admin fee / account holder | $800 | $4,610-82.7% | $4,312-81.5% | $11,426-93.0% |