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 | $207,495 | $72,404+186.6% | $110,238+88.2% | $64,186+223.3% |
| Participation rate | 78.6% | 73.3%+5.2pp | 79.8%-1.2pp | 69.6%+9.0pp |
| Annual return | -6.97% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,802 | $2,282+22.8% | $3,826-26.8% | $2,381+17.7% |
| Participant deferral / active EE | $4,956 | $3,469+42.8% | $4,672+6.1% | $3,470+42.8% |
| Admin fee / account holder | $1,702 | $5,664-69.9% | $8,547-80.1% | $4,888-65.2% |