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 | $28,227 | $82,664-65.9% | $125,339-77.5% | $68,494-58.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.14% | -5.97%-3.2pp | 572.05%-581.2pp | -7.84%-1.3pp |
| Employer contribution / active EE | $2,612 | $3,381-22.8% | $4,814-45.7% | $2,596+0.6% |
| Participant deferral / active EE | $5,394 | $6,110-11.7% | $7,446-27.6% | $4,027+33.9% |
| Admin fee / account holder | $1,286 | $6,275-79.5% | $10,010-87.2% | $5,403-76.2% |