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 | $35,292 | $25,979+35.8% | $71,735-50.8% | $68,494-48.5% |
| Participation rate | 88.9% | 54.5%+34.4pp | 62.3%+26.6pp | 67.9%+21.0pp |
| Annual return | -18.38% | -15.10%-3.3pp | 9.14%-27.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $4,138 | $900+359.6% | $1,704+142.9% | $2,596+59.4% |
| Participant deferral / active EE | $6,268 | $1,522+311.7% | $2,658+135.8% | $4,027+55.6% |
| Admin fee / account holder | $1,958 | $2,022-3.2% | $3,974-50.7% | $5,403-63.8% |