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 | $38,566 | $82,664-53.3% | $125,339-69.2% | $68,494-43.7% |
| Participation rate | 74.1% | 75.0%-1.0pp | 82.4%-8.3pp | 67.9%+6.2pp |
| Annual return | -2.76% | -5.97%+3.2pp | 572.05%-574.8pp | -7.84%+5.1pp |
| Employer contribution / active EE | $1,061 | $3,381-68.6% | $4,814-78.0% | $2,596-59.2% |
| Participant deferral / active EE | $5,752 | $6,110-5.9% | $7,446-22.8% | $4,027+42.8% |
| Admin fee / account holder | $3,881 | $6,275-38.2% | $10,010-61.2% | $5,403-28.2% |