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 | $29,390 | $142,344-79.4% | $119,609-75.4% | $134,475-78.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -19.77% | -12.44%-7.3pp | -14.97%-4.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $4,034 | $5,222-22.8% | $4,232-4.7% | $4,740-14.9% |
| Participant deferral / active EE | $5,767 | $6,469-10.9% | $5,602+2.9% | $6,400-9.9% |
| Admin fee / account holder | $783 | $13,584-94.2% | $10,323-92.4% | $11,426-93.1% |