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 7-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 | $59,544 | $82,664-28.0% | $125,339-52.5% | $68,494-13.1% |
| Participation rate | 71.0% | 75.0%-4.1pp | 82.4%-11.4pp | 67.9%+3.1pp |
| Annual return | -16.84% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,608 | $3,381+36.3% | $4,814-4.3% | $2,596+77.5% |
| Participant deferral / active EE | $8,304 | $6,110+35.9% | $7,446+11.5% | $4,027+106.2% |
| Admin fee / account holder | $1,212 | $6,275-80.7% | $10,010-87.9% | $5,403-77.6% |