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 | $30,660 | $95,862-68.0% | $79,550-61.5% | $134,475-77.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.66% | -2.69%-16.0pp | 0.16%-18.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,428 | $3,128-22.4% | $2,413+0.6% | $4,740-48.8% |
| Participant deferral / active EE | $11,518 | $4,693+145.4% | $3,985+189.0% | $6,400+80.0% |
| Admin fee / account holder | $859 | $9,126-90.6% | $6,832-87.4% | $11,426-92.5% |