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 | $24,360 | $167,484-85.5% | $151,611-83.9% | $134,475-81.9% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -18.85% | 7.80%-26.6pp | 3.33%-22.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,674 | $6,829-75.5% | $6,166-72.8% | $4,740-64.7% |
| Participant deferral / active EE | $6,314 | $8,986-29.7% | $8,363-24.5% | $6,400-1.3% |
| Admin fee / account holder | $301 | $13,783-97.8% | $11,616-97.4% | $11,426-97.4% |