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 | $23,340 | $54,350-57.1% | $82,719-71.8% | $68,494-65.9% |
| Participation rate | 78.6% | 63.9%+14.7pp | 72.6%+6.0pp | 67.9%+10.7pp |
| Annual return | -12.07% | -13.67%+1.6pp | 701.18%-713.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,571 | $2,218+15.9% | $3,009-14.5% | $2,596-1.0% |
| Participant deferral / active EE | $5,252 | $3,246+61.8% | $4,395+19.5% | $4,027+30.4% |
| Admin fee / account holder | $565 | $4,395-87.2% | $5,329-89.4% | $5,403-89.5% |