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 | $32,086 | $82,664-61.2% | $125,339-74.4% | $68,494-53.2% |
| Participation rate | 77.1% | 75.0%+2.1pp | 82.4%-5.2pp | 67.9%+9.3pp |
| Annual return | -9.69% | -5.97%-3.7pp | 572.05%-581.7pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,980 | $3,381-41.5% | $4,814-58.9% | $2,596-23.8% |
| Participant deferral / active EE | $7,029 | $6,110+15.0% | $7,446-5.6% | $4,027+74.5% |
| Admin fee / account holder | $1,139 | $6,275-81.9% | $10,010-88.6% | $5,403-78.9% |