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 | $31,320 | $167,307-81.3% | $143,757-78.2% | $134,475-76.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.81% | 0.46%-3.3pp | -0.04%-2.8pp | 417.96%-420.8pp |
| Employer contribution / active EE | $1,935 | $5,619-65.6% | $4,951-60.9% | $4,740-59.2% |
| Participant deferral / active EE | $3,988 | $6,446-38.1% | $5,637-29.2% | $6,400-37.7% |
| Admin fee / account holder | $1,321 | $18,088-92.7% | $14,673-91.0% | $11,426-88.4% |