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 | $33,647 | $71,883-53.2% | $86,677-61.2% | $68,494-50.9% |
| Participation rate | 96.3% | 72.2%+24.1pp | 76.6%+19.7pp | 67.9%+28.4pp |
| Annual return | -18.72% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,102 | $2,173+42.8% | $2,836+9.4% | $2,596+19.5% |
| Participant deferral / active EE | $6,705 | $3,779+77.4% | $4,656+44.0% | $4,027+66.5% |
| Admin fee / account holder | $1,337 | $6,112-78.1% | $7,493-82.2% | $5,403-75.2% |