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 | $63,017 | $82,664-23.8% | $125,339-49.7% | $68,494-8.0% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -18.87% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $4,914 | $3,381+45.3% | $4,814+2.1% | $2,596+89.3% |
| Participant deferral / active EE | $10,249 | $6,110+67.7% | $7,446+37.6% | $4,027+154.5% |
| Admin fee / account holder | $926 | $6,275-85.2% | $10,010-90.7% | $5,403-82.9% |