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 8-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 | $41,177 | $91,911-55.2% | $68,793-40.1% | $135,375-69.6% |
| Participation rate | 81.8% | 76.7%+5.1pp | 72.2%+9.6pp | 82.6%-0.8pp |
| Annual return | -8.92% | -8.22%-0.7pp | -4.63%-4.3pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,879 | $3,924-26.6% | $2,625+9.7% | $4,779-39.8% |
| Participant deferral / active EE | $6,078 | $4,315+40.8% | $3,311+83.6% | $5,609+8.4% |
| Admin fee / account holder | $472 | $9,240-94.9% | $5,131-90.8% | $10,827-95.6% |