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 | $27,501 | $82,286-66.6% | $68,791-60.0% | $134,475-79.5% |
| Participation rate | 95.0% | 75.1%+19.9pp | 69.0%+26.0pp | 81.2%+13.8pp |
| Annual return | -7.89% | -2.19%-5.7pp | -6.38%-1.5pp | 417.96%-425.9pp |
| Employer contribution / active EE | $5,620 | $3,301+70.3% | $2,655+111.7% | $4,740+18.6% |
| Participant deferral / active EE | $11,313 | $4,739+138.7% | $3,941+187.0% | $6,400+76.8% |
| Admin fee / account holder | $765 | $6,481-88.2% | $4,932-84.5% | $11,426-93.3% |