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 6-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 | $117,801 | $59,107+99.3% | $86,436+36.3% | $68,494+72.0% |
| Participation rate | 70.4% | 75.2%-4.9pp | 80.3%-10.0pp | 67.9%+2.5pp |
| Annual return | -17.13% | -0.23%-16.9pp | 4394.89%-4412.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,052 | $5,901+2.6% | $6,952-12.9% | $4,027+50.3% |
| Admin fee / account holder | $1,974 | $5,637-65.0% | $6,731-70.7% | $5,403-63.5% |