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 | $62,976 | $76,912-18.1% | $129,110-51.2% | $68,494-8.1% |
| Participation rate | 93.2% | 69.1%+24.0pp | 77.3%+15.9pp | 67.9%+25.3pp |
| Annual return | -16.94% | -9.78%-7.2pp | -10.94%-6.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $6,599 | $3,243+103.5% | $5,052+30.6% | $2,596+154.2% |
| Participant deferral / active EE | $8,730 | $4,732+84.5% | $6,542+33.4% | $4,027+116.8% |
| Admin fee / account holder | $1,757 | $6,638-73.5% | $14,302-87.7% | $5,403-67.5% |