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 | $10,685 | $67,331-84.1% | $60,874-82.4% | $134,475-92.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -20.24% | 49.93%-70.2pp | 16.90%-37.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,936 | $3,096-37.5% | $2,701-28.3% | $4,740-59.2% |
| Participant deferral / active EE | $6,239 | $4,538+37.5% | $3,817+63.5% | $6,400-2.5% |
| Admin fee / account holder | $509 | $4,582-88.9% | $3,224-84.2% | $11,426-95.5% |