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 9-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 | $31,325 | $82,664-62.1% | $125,339-75.0% | $68,494-54.3% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -5.14% | -5.97%+0.8pp | 572.05%-577.2pp | -7.84%+2.7pp |
| Employer contribution / active EE | $3,699 | $3,381+9.4% | $4,814-23.1% | $2,596+42.5% |
| Participant deferral / active EE | $6,284 | $6,110+2.8% | $7,446-15.6% | $4,027+56.0% |
| Admin fee / account holder | $4,299 | $6,275-31.5% | $10,010-57.0% | $5,403-20.4% |