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 | $66,358 | $93,024-28.7% | $77,024-13.8% | $134,475-50.7% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -17.98% | 62.60%-80.6pp | 42.32%-60.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,913 | $3,418-14.8% | $2,812+3.6% | $4,740-38.5% |
| Participant deferral / active EE | $14,898 | $5,238+184.4% | $4,426+236.6% | $6,400+132.8% |
| Admin fee / account holder | $355 | $6,944-94.9% | $5,425-93.5% | $11,426-96.9% |