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 | $20,613 | $82,286-75.0% | $68,791-70.0% | $134,475-84.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.46% | -2.19%-17.3pp | -6.38%-13.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,382 | $3,301-27.8% | $2,655-10.3% | $4,740-49.7% |
| Participant deferral / active EE | $7,584 | $4,739+60.0% | $3,941+92.4% | $6,400+18.5% |
| Admin fee / account holder | $1,488 | $6,481-77.0% | $4,932-69.8% | $11,426-87.0% |