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 | $28,792 | $95,971-70.0% | $74,550-61.4% | $135,375-78.7% |
| Participation rate | 73.7% | 75.7%-2.0pp | 69.1%+4.5pp | 82.6%-9.0pp |
| Annual return | -7.12% | 56.96%-64.1pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,305 | $2,716-51.9% | $1,961-33.4% | $4,779-72.7% |
| Participant deferral / active EE | $3,873 | $3,843+0.8% | $3,108+24.6% | $5,609-30.9% |
| Admin fee / account holder | $1,172 | $6,522-82.0% | $5,060-76.8% | $10,827-89.2% |