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 | $20,194 | $82,286-75.5% | $68,791-70.6% | $134,475-85.0% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.0%+2.4pp | 81.2%-9.8pp |
| Annual return | -19.68% | -2.19%-17.5pp | -6.38%-13.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,694 | $3,301-48.7% | $2,655-36.2% | $4,740-64.2% |
| Participant deferral / active EE | $5,922 | $4,739+25.0% | $3,941+50.3% | $6,400-7.5% |
| Admin fee / account holder | $3,226 | $6,481-50.2% | $4,932-34.6% | $11,426-71.8% |