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 | $18,867 | $82,664-77.2% | $125,339-84.9% | $68,494-72.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.71% | -5.97%-3.7pp | 572.05%-581.8pp | -7.84%-1.9pp |
| Employer contribution / active EE | $3,457 | $3,381+2.2% | $4,814-28.2% | $2,596+33.1% |
| Participant deferral / active EE | $10,919 | $6,110+78.7% | $7,446+46.6% | $4,027+171.1% |
| Admin fee / account holder | $3,821 | $6,275-39.1% | $10,010-61.8% | $5,403-29.3% |