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 9-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 | $33,859 | $82,664-59.0% | $125,339-73.0% | $68,494-50.6% |
| Participation rate | 76.0% | 75.0%+1.0pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -13.12% | -5.97%-7.1pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $3,347 | $3,381-1.0% | $4,814-30.5% | $2,596+28.9% |
| Participant deferral / active EE | $8,996 | $6,110+47.2% | $7,446+20.8% | $4,027+123.4% |
| Admin fee / account holder | $7,703 | $6,275+22.7% | $10,010-23.0% | $5,403+42.6% |