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 | $56,960 | $69,010-17.5% | $159,960-64.4% | $68,494-16.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -17.86% | -9.65%-8.2pp | 408.60%-426.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $5,599 | $2,213+153.0% | $4,226+32.5% | $2,596+115.7% |
| Participant deferral / active EE | $4,112 | $4,212-2.4% | $6,182-33.5% | $4,027+2.1% |
| Admin fee / account holder | $1,084 | $4,798-77.4% | $8,698-87.5% | $5,403-79.9% |