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 | $15,289 | $90,600-83.1% | $79,464-80.8% | $135,375-88.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.58% | 977.43%-980.0pp | 718.14%-720.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $1,920 | $3,068-37.4% | $2,800-31.5% | $4,779-59.8% |
| Participant deferral / active EE | $5,264 | $4,050+30.0% | $3,704+42.1% | $5,609-6.2% |
| Admin fee / account holder | $1,219 | $5,907-79.4% | $5,113-76.2% | $10,827-88.7% |