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 | $41,353 | $82,664-50.0% | $125,339-67.0% | $68,494-39.6% |
| Participation rate | 83.5% | 75.0%+8.5pp | 82.4%+1.1pp | 67.9%+15.6pp |
| Annual return | 4.51% | -5.97%+10.5pp | 572.05%-567.5pp | -7.84%+12.4pp |
| Employer contribution / active EE | $6,137 | $3,381+81.5% | $4,814+27.5% | $2,596+136.4% |
| Participant deferral / active EE | $9,813 | $6,110+60.6% | $7,446+31.8% | $4,027+143.7% |
| Admin fee / account holder | $1,220 | $6,275-80.6% | $10,010-87.8% | $5,403-77.4% |