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 | $64,989 | $100,754-35.5% | $86,677-25.0% | $134,475-51.7% |
| Participation rate | 90.5% | 78.9%+11.5pp | 76.6%+13.9pp | 81.2%+9.3pp |
| Annual return | -16.92% | 29.04%-46.0pp | 35.91%-52.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $8,709 | $3,489+149.6% | $2,836+207.0% | $4,740+83.8% |
| Participant deferral / active EE | $6,571 | $5,338+23.1% | $4,656+41.1% | $6,400+2.7% |
| Admin fee / account holder | $1,247 | $10,926-88.6% | $7,493-83.4% | $11,426-89.1% |