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 | $17,520 | $59,805-70.7% | $79,550-78.0% | $68,494-74.4% |
| Participation rate | 95.0% | 61.1%+33.9pp | 69.5%+25.5pp | 67.9%+27.1pp |
| Annual return | -15.93% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,862 | $1,505+90.2% | $2,413+18.6% | $2,596+10.2% |
| Participant deferral / active EE | $2,505 | $3,024-17.2% | $3,985-37.1% | $4,027-37.8% |
| Admin fee / account holder | $1,708 | $4,835-64.7% | $6,832-75.0% | $5,403-68.4% |