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 | $32,768 | $69,010-52.5% | $159,960-79.5% | $68,494-52.2% |
| Participation rate | 82.8% | 65.4%+17.3pp | 78.0%+4.8pp | 67.9%+14.9pp |
| Annual return | -19.20% | -9.65%-9.5pp | 408.60%-427.8pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,984 | $2,213+80.0% | $4,226-5.7% | $2,596+53.4% |
| Participant deferral / active EE | $8,977 | $4,212+113.1% | $6,182+45.2% | $4,027+122.9% |
| Admin fee / account holder | $1,835 | $4,798-61.8% | $8,698-78.9% | $5,403-66.0% |