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 | $28,454 | $142,344-80.0% | $119,609-76.2% | $134,475-78.8% |
| Participation rate | 89.5% | 82.8%+6.7pp | 79.3%+10.2pp | 81.2%+8.3pp |
| Annual return | -17.45% | -12.44%-5.0pp | -14.97%-2.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,778 | $5,222-27.7% | $4,232-10.7% | $4,740-20.3% |
| Participant deferral / active EE | $8,021 | $6,469+24.0% | $5,602+43.2% | $6,400+25.3% |
| Admin fee / account holder | $1,079 | $13,584-92.1% | $10,323-89.5% | $11,426-90.6% |