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 | $28,738 | $59,107-51.4% | $86,436-66.8% | $68,494-58.0% |
| Participation rate | 81.8% | 75.2%+6.6pp | 80.3%+1.5pp | 67.9%+13.9pp |
| Annual return | -16.98% | -0.23%-16.7pp | 4394.89%-4411.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $5,097 | $2,519+102.3% | $3,769+35.2% | $2,596+96.3% |
| Participant deferral / active EE | $8,550 | $5,901+44.9% | $6,952+23.0% | $4,027+112.3% |
| Admin fee / account holder | $649 | $5,637-88.5% | $6,731-90.4% | $5,403-88.0% |