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 6-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 | $26,127 | $82,664-68.4% | $125,339-79.2% | $68,494-61.9% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -19.21% | -5.97%-13.2pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $5,146 | $3,381+52.2% | $4,814+6.9% | $2,596+98.2% |
| Participant deferral / active EE | $4,022 | $6,110-34.2% | $7,446-46.0% | $4,027-0.1% |
| Admin fee / account holder | $638 | $6,275-89.8% | $10,010-93.6% | $5,403-88.2% |