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 | $28,192 | $67,331-58.1% | $60,874-53.7% | $134,475-79.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -18.23% | 49.93%-68.2pp | 16.90%-35.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,154 | $3,096-62.7% | $2,701-57.3% | $4,740-75.7% |
| Participant deferral / active EE | $6,300 | $4,538+38.8% | $3,817+65.1% | $6,400-1.6% |
| Admin fee / account holder | $1,913 | $4,582-58.3% | $3,224-40.7% | $11,426-83.3% |