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 | $50,956 | $142,344-64.2% | $119,609-57.4% | $134,475-62.1% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -19.94% | -12.44%-7.5pp | -14.97%-5.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,280 | $5,222-37.2% | $4,232-22.5% | $4,740-30.8% |
| Participant deferral / active EE | $12,954 | $6,469+100.2% | $5,602+131.2% | $6,400+102.4% |
| Admin fee / account holder | $2,469 | $13,584-81.8% | $10,323-76.1% | $11,426-78.4% |