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 | $37,608 | $82,664-54.5% | $125,339-70.0% | $68,494-45.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -5.68% | -5.97%+0.3pp | 572.05%-577.7pp | -7.84%+2.2pp |
| Employer contribution / active EE | $2,591 | $3,381-23.4% | $4,814-46.2% | $2,596-0.2% |
| Participant deferral / active EE | $5,341 | $6,110-12.6% | $7,446-28.3% | $4,027+32.6% |
| Admin fee / account holder | $518 | $6,275-91.8% | $10,010-94.8% | $5,403-90.4% |