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 | $100,619 | $142,344-29.3% | $119,609-15.9% | $134,475-25.2% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -6.02% | -12.44%+6.4pp | -14.97%+8.9pp | 417.96%-424.0pp |
| Employer contribution / active EE | $6,332 | $5,222+21.2% | $4,232+49.6% | $4,740+33.6% |
| Participant deferral / active EE | $14,157 | $6,469+118.8% | $5,602+152.7% | $6,400+121.2% |
| Admin fee / account holder | $448 | $13,584-96.7% | $10,323-95.7% | $11,426-96.1% |