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 6-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 | $27,118 | $69,010-60.7% | $159,960-83.0% | $68,494-60.4% |
| Participation rate | 96.4% | 65.4%+31.0pp | 78.0%+18.5pp | 67.9%+28.5pp |
| Annual return | -7.49% | -9.65%+2.2pp | 408.60%-416.1pp | -7.84%+0.4pp |
| Employer contribution / active EE | $4,777 | $2,213+115.8% | $4,226+13.0% | $2,596+84.0% |
| Participant deferral / active EE | $5,327 | $4,212+26.5% | $6,182-13.8% | $4,027+32.3% |
| Admin fee / account holder | $389 | $4,798-91.9% | $8,698-95.5% | $5,403-92.8% |