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 | $21,377 | $52,519-59.3% | $155,790-86.3% | $59,632-64.2% |
| Participation rate | 72.1% | 61.7%+10.4pp | 76.1%-4.0pp | 68.7%+3.4pp |
| Annual return | -1.49% | 53.51%-55.0pp | 71.54%-73.0pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,753 | $3,084-43.2% | $4,797-63.5% | $3,192-45.1% |
| Admin fee / account holder | $2,975 | $3,540-16.0% | $7,478-60.2% | $4,297-30.8% |