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 | $16,550 | $73,867-77.6% | $143,757-88.5% | $68,494-75.8% |
| Participation rate | 84.0% | 66.7%+17.3pp | 80.3%+3.7pp | 67.9%+16.1pp |
| Annual return | -12.19% | 1.01%-13.2pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $2,175 | $3,184-31.7% | $4,951-56.1% | $2,596-16.2% |
| Participant deferral / active EE | $4,020 | $3,384+18.8% | $5,637-28.7% | $4,027-0.2% |
| Admin fee / account holder | $1,761 | $5,755-69.4% | $14,673-88.0% | $5,403-67.4% |