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 | $38,906 | $82,664-52.9% | $125,339-69.0% | $68,494-43.2% |
| Participation rate | 80.8% | 75.0%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -18.81% | -5.97%-12.8pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,574 | $3,381-23.9% | $4,814-46.5% | $2,596-0.9% |
| Participant deferral / active EE | $5,215 | $6,110-14.7% | $7,446-30.0% | $4,027+29.5% |
| Admin fee / account holder | $620 | $6,275-90.1% | $10,010-93.8% | $5,403-88.5% |