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 | $26,503 | $82,664-67.9% | $125,339-78.9% | $68,494-61.3% |
| Participation rate | 87.0% | 75.0%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -15.40% | -5.97%-9.4pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,431 | $3,381+31.1% | $4,814-7.9% | $2,596+70.7% |
| Participant deferral / active EE | $5,819 | $6,110-4.8% | $7,446-21.9% | $4,027+44.5% |
| Admin fee / account holder | $908 | $6,275-85.5% | $10,010-90.9% | $5,403-83.2% |