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 | $24,109 | $82,664-70.8% | $125,339-80.8% | $68,494-64.8% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -16.90% | -5.97%-10.9pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,578 | $3,381-23.7% | $4,814-46.4% | $2,596-0.7% |
| Participant deferral / active EE | $8,395 | $6,110+37.4% | $7,446+12.7% | $4,027+108.5% |
| Admin fee / account holder | $1,915 | $6,275-69.5% | $10,010-80.9% | $5,403-64.6% |