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 | $41,554 | $82,664-49.7% | $125,339-66.8% | $68,494-39.3% |
| Participation rate | 79.3% | 75.0%+4.3pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -8.79% | -5.97%-2.8pp | 572.05%-580.8pp | -7.84%-0.9pp |
| Employer contribution / active EE | $1,624 | $3,381-52.0% | $4,814-66.3% | $2,596-37.5% |
| Participant deferral / active EE | $6,335 | $6,110+3.7% | $7,446-14.9% | $4,027+57.3% |
| Admin fee / account holder | $694 | $6,275-88.9% | $10,010-93.1% | $5,403-87.2% |