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 5-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 | $38,362 | $82,664-53.6% | $125,339-69.4% | $68,494-44.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -18.50% | -5.97%-12.5pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,989 | $3,381+18.0% | $4,814-17.1% | $2,596+53.7% |
| Participant deferral / active EE | $9,303 | $6,110+52.2% | $7,446+24.9% | $4,027+131.0% |
| Admin fee / account holder | $891 | $6,275-85.8% | $10,010-91.1% | $5,403-83.5% |