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 6-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 | $34,725 | $90,519-61.6% | $93,789-63.0% | $134,475-74.2% |
| Participation rate | 88.2% | 82.0%+6.3pp | 81.0%+7.3pp | 81.2%+7.0pp |
| Annual return | -8.08% | -15.72%+7.6pp | -11.33%+3.2pp | 417.96%-426.0pp |
| Employer contribution / active EE | $8,859 | $4,343+104.0% | $4,323+104.9% | $4,740+86.9% |
| Participant deferral / active EE | $12,059 | $5,978+101.7% | $6,094+97.9% | $6,400+88.4% |
| Admin fee / account holder | $4,921 | $9,252-46.8% | $7,195-31.6% | $11,426-56.9% |