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 | $69,663 | $93,024-25.1% | $77,024-9.6% | $134,475-48.2% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -9.33% | 62.60%-71.9pp | 42.32%-51.6pp | 417.96%-427.3pp |
| Employer contribution / active EE | $1,733 | $3,418-49.3% | $2,812-38.4% | $4,740-63.4% |
| Participant deferral / active EE | $6,012 | $5,238+14.8% | $4,426+35.8% | $6,400-6.1% |
| Admin fee / account holder | $5,058 | $6,944-27.2% | $5,425-6.8% | $11,426-55.7% |