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 | $31,540 | $71,883-56.1% | $86,677-63.6% | $68,494-54.0% |
| Participation rate | 97.7% | 72.2%+25.4pp | 76.6%+21.1pp | 67.9%+29.8pp |
| Annual return | -2.66% | 3.52%-6.2pp | 35.91%-38.6pp | -7.84%+5.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,865 | $3,779+266.9% | $4,656+197.8% | $4,027+244.3% |
| Admin fee / account holder | $2,389 | $6,112-60.9% | $7,493-68.1% | $5,403-55.8% |