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 | $31,077 | $71,883-56.8% | $86,677-64.1% | $68,494-54.6% |
| Participation rate | 82.1% | 72.2%+9.9pp | 76.6%+5.5pp | 67.9%+14.2pp |
| Annual return | -7.17% | 3.52%-10.7pp | 35.91%-43.1pp | -7.84%+0.7pp |
| Employer contribution / active EE | $4,765 | $2,173+119.3% | $2,836+68.0% | $2,596+83.5% |
| Participant deferral / active EE | $8,535 | $3,779+125.9% | $4,656+83.3% | $4,027+111.9% |
| Admin fee / account holder | $1,881 | $6,112-69.2% | $7,493-74.9% | $5,403-65.2% |