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 | $20,224 | $53,162-62.0% | $91,220-77.8% | $68,494-70.5% |
| Participation rate | 79.3% | 63.2%+16.1pp | 73.2%+6.1pp | 67.9%+11.4pp |
| Annual return | -18.46% | -3.14%-15.3pp | 114.01%-132.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,761 | $1,709+61.5% | $2,850-3.1% | $2,596+6.4% |
| Participant deferral / active EE | $4,569 | $2,974+53.6% | $4,234+7.9% | $4,027+13.5% |
| Admin fee / account holder | $3,507 | $4,493-22.0% | $5,420-35.3% | $5,403-35.1% |