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 | $27,524 | $54,350-49.4% | $82,719-66.7% | $68,494-59.8% |
| Participation rate | 96.4% | 63.9%+32.5pp | 72.6%+23.9pp | 67.9%+28.5pp |
| Annual return | -17.78% | -13.67%-4.1pp | 701.18%-719.0pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,763 | $2,218+24.6% | $3,009-8.2% | $2,596+6.4% |
| Participant deferral / active EE | $7,403 | $3,246+128.1% | $4,395+68.5% | $4,027+83.8% |
| Admin fee / account holder | $1,387 | $4,395-68.5% | $5,329-74.0% | $5,403-74.3% |