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 | $7,047 | $93,024-92.4% | $77,024-90.9% | $134,475-94.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -17.47% | 62.60%-80.1pp | 42.32%-59.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,261 | $3,418-63.1% | $2,812-55.2% | $4,740-73.4% |
| Participant deferral / active EE | $2,736 | $5,238-47.8% | $4,426-38.2% | $6,400-57.3% |
| Admin fee / account holder | $836 | $6,944-88.0% | $5,425-84.6% | $11,426-92.7% |