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 | $19,152 | $133,958-85.7% | $112,228-82.9% | $134,475-85.8% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -10.58% | 47.11%-57.7pp | 27.45%-38.0pp | 417.96%-428.5pp |
| Employer contribution / active EE | $2,455 | $4,038-39.2% | $3,635-32.5% | $4,740-48.2% |
| Participant deferral / active EE | $6,058 | $5,291+14.5% | $4,728+28.1% | $6,400-5.3% |
| Admin fee / account holder | $11,447 | $7,489+52.9% | $6,410+78.6% | $11,426+0.2% |