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 9-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 | $29,660 | $129,942-77.2% | $104,294-71.6% | $134,475-77.9% |
| Participation rate | 77.8% | 79.5%-1.7pp | 73.3%+4.5pp | 81.2%-3.4pp |
| Annual return | -18.53% | 42.03%-60.6pp | 24.61%-43.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,131 | $4,184-73.0% | $3,372-66.4% | $4,740-76.1% |
| Participant deferral / active EE | $5,731 | $5,588+2.6% | $4,625+23.9% | $6,400-10.4% |
| Admin fee / account holder | $651 | $9,323-93.0% | $7,339-91.1% | $11,426-94.3% |