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 | $40,660 | $82,664-50.8% | $125,339-67.6% | $68,494-40.6% |
| Participation rate | 72.2% | 75.0%-2.8pp | 82.4%-10.1pp | 67.9%+4.3pp |
| Annual return | 3.78% | -5.97%+9.7pp | 572.05%-568.3pp | -7.84%+11.6pp |
| Employer contribution / active EE | $5,800 | $3,381+71.6% | $4,814+20.5% | $2,596+123.4% |
| Participant deferral / active EE | $5,703 | $6,110-6.7% | $7,446-23.4% | $4,027+41.6% |
| Admin fee / account holder | $848 | $6,275-86.5% | $10,010-91.5% | $5,403-84.3% |