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 | $72,391 | $142,344-49.1% | $119,609-39.5% | $134,475-46.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -4.02% | -12.44%+8.4pp | -14.97%+10.9pp | 417.96%-422.0pp |
| Employer contribution / active EE | $3,100 | $5,222-40.6% | $4,232-26.8% | $4,740-34.6% |
| Participant deferral / active EE | $19,513 | $6,469+201.6% | $5,602+248.3% | $6,400+204.9% |
| Admin fee / account holder | $566 | $13,584-95.8% | $10,323-94.5% | $11,426-95.0% |