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 | $77,484 | $105,860-26.8% | $90,749-14.6% | $134,475-42.4% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.4pp |
| Annual return | -11.49% | -11.01%-0.5pp | -12.16%+0.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $4,058 | $3,462+17.2% | $2,921+38.9% | $4,740-14.4% |
| Participant deferral / active EE | $6,136 | $5,216+17.6% | $4,564+34.4% | $6,400-4.1% |
| Admin fee / account holder | $547 | $13,938-96.1% | $8,445-93.5% | $11,426-95.2% |