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 | $35,363 | $46,674-24.2% | $117,472-69.9% | $68,494-48.4% |
| Participation rate | 80.0% | 56.8%+23.2pp | 70.6%+9.4pp | 67.9%+12.1pp |
| Annual return | -19.07% | -14.52%-4.6pp | 29.74%-48.8pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,149 | $1,505+109.3% | $4,176-24.6% | $2,596+21.3% |
| Participant deferral / active EE | $7,185 | $2,636+172.5% | $4,070+76.5% | $4,027+78.4% |
| Admin fee / account holder | $2,304 | $4,020-42.7% | $5,645-59.2% | $5,403-57.3% |