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 | $21,487 | $142,344-84.9% | $119,609-82.0% | $134,475-84.0% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -3.93% | -12.44%+8.5pp | -14.97%+11.0pp | 417.96%-421.9pp |
| Employer contribution / active EE | $2,232 | $5,222-57.3% | $4,232-47.3% | $4,740-52.9% |
| Participant deferral / active EE | $7,316 | $6,469+13.1% | $5,602+30.6% | $6,400+14.3% |
| Admin fee / account holder | $552 | $13,584-95.9% | $10,323-94.7% | $11,426-95.2% |