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 8-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 | $48,362 | $82,664-41.5% | $125,339-61.4% | $68,494-29.4% |
| Participation rate | 79.6% | 75.0%+4.6pp | 82.4%-2.7pp | 67.9%+11.7pp |
| Annual return | -16.66% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,632 | $3,381+7.4% | $4,814-24.5% | $2,596+39.9% |
| Participant deferral / active EE | $8,066 | $6,110+32.0% | $7,446+8.3% | $4,027+100.3% |
| Admin fee / account holder | $1,985 | $6,275-68.4% | $10,010-80.2% | $5,403-63.3% |