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 | $22,090 | $69,010-68.0% | $159,960-86.2% | $68,494-67.7% |
| Participation rate | 86.4% | 65.4%+21.0pp | 78.0%+8.5pp | 67.9%+18.5pp |
| Annual return | -14.58% | -9.65%-4.9pp | 408.60%-423.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,355 | $2,213+6.4% | $4,226-44.3% | $2,596-9.3% |
| Participant deferral / active EE | $5,804 | $4,212+37.8% | $6,182-6.1% | $4,027+44.1% |
| Admin fee / account holder | $383 | $4,798-92.0% | $8,698-95.6% | $5,403-92.9% |