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 | $20,495 | $167,307-87.7% | $143,757-85.7% | $134,475-84.8% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -19.49% | 0.46%-20.0pp | -0.04%-19.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,242 | $5,619-60.1% | $4,951-54.7% | $4,740-52.7% |
| Participant deferral / active EE | $4,330 | $6,446-32.8% | $5,637-23.2% | $6,400-32.3% |
| Admin fee / account holder | $792 | $18,088-95.6% | $14,673-94.6% | $11,426-93.1% |