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 | $21,813 | $82,286-73.5% | $68,791-68.3% | $134,475-83.8% |
| Participation rate | 76.9% | 75.1%+1.9pp | 69.0%+7.9pp | 81.2%-4.3pp |
| Annual return | -12.46% | -2.19%-10.3pp | -6.38%-6.1pp | 417.96%-430.4pp |
| Employer contribution / active EE | $2,343 | $3,301-29.0% | $2,655-11.7% | $4,740-50.6% |
| Participant deferral / active EE | $8,171 | $4,739+72.4% | $3,941+107.3% | $6,400+27.7% |
| Admin fee / account holder | $1,348 | $6,481-79.2% | $4,932-72.7% | $11,426-88.2% |