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 | $23,302 | $54,350-57.1% | $82,719-71.8% | $68,494-66.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -11.55% | -13.67%+2.1pp | 701.18%-712.7pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,565 | $2,218-29.4% | $3,009-48.0% | $2,596-39.7% |
| Participant deferral / active EE | $1,843 | $3,246-43.2% | $4,395-58.1% | $4,027-54.2% |
| Admin fee / account holder | $1,076 | $4,395-75.5% | $5,329-79.8% | $5,403-80.1% |