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 | $40,267 | $129,942-69.0% | $104,294-61.4% | $134,475-70.1% |
| Participation rate | 81.0% | 79.5%+1.4pp | 73.3%+7.7pp | 81.2%-0.3pp |
| Annual return | -16.28% | 42.03%-58.3pp | 24.61%-40.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,619 | $4,184-61.3% | $3,372-52.0% | $4,740-65.8% |
| Participant deferral / active EE | $4,971 | $5,588-11.0% | $4,625+7.5% | $6,400-22.3% |
| Admin fee / account holder | $2,197 | $9,323-76.4% | $7,339-70.1% | $11,426-80.8% |