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 | $56,313 | $82,664-31.9% | $125,339-55.1% | $68,494-17.8% |
| Participation rate | 75.7% | 75.0%+0.6pp | 82.4%-6.7pp | 67.9%+7.8pp |
| Annual return | -19.37% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,085 | $3,381-38.3% | $4,814-56.7% | $2,596-19.7% |
| Participant deferral / active EE | $5,209 | $6,110-14.7% | $7,446-30.0% | $4,027+29.4% |
| Admin fee / account holder | $1,054 | $6,275-83.2% | $10,010-89.5% | $5,403-80.5% |