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 | $24,456 | $82,664-70.4% | $125,339-80.5% | $68,494-64.3% |
| Participation rate | 95.7% | 75.0%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -16.80% | -5.97%-10.8pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,781 | $3,381+41.4% | $4,814-0.7% | $2,596+84.2% |
| Participant deferral / active EE | $8,145 | $6,110+33.3% | $7,446+9.4% | $4,027+102.2% |
| Admin fee / account holder | $1,046 | $6,275-83.3% | $10,010-89.5% | $5,403-80.6% |