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 | $22,206 | $82,664-73.1% | $125,339-82.3% | $68,494-67.6% |
| Participation rate | 83.9% | 75.0%+8.9pp | 82.4%+1.6pp | 67.9%+16.0pp |
| Annual return | -10.42% | -5.97%-4.4pp | 572.05%-582.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $2,829 | $3,381-16.3% | $4,814-41.2% | $2,596+9.0% |
| Participant deferral / active EE | $5,649 | $6,110-7.5% | $7,446-24.1% | $4,027+40.3% |
| Admin fee / account holder | $1,712 | $6,275-72.7% | $10,010-82.9% | $5,403-68.3% |