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 | $93,426 | $94,529-1.2% | $140,016-33.3% | $64,186+45.6% |
| Participation rate | 77.4% | 84.1%-6.7pp | 87.5%-10.1pp | 69.6%+7.8pp |
| Annual return | -7.24% | 7.77%-15.0pp | 651.12%-658.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $13,401 | $5,250+155.3% | $6,927+93.5% | $3,470+286.3% |
| Admin fee / account holder | $9,603 | $6,741+42.5% | $10,705-10.3% | $4,888+96.5% |