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 | $21,940 | $73,867-70.3% | $143,757-84.7% | $68,494-68.0% |
| Participation rate | 85.5% | 66.7%+18.9pp | 80.3%+5.2pp | 67.9%+17.6pp |
| Annual return | -19.05% | 1.01%-20.1pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,830 | $3,184-42.5% | $4,951-63.0% | $2,596-29.5% |
| Participant deferral / active EE | $3,766 | $3,384+11.3% | $5,637-33.2% | $4,027-6.5% |
| Admin fee / account holder | $1,193 | $5,755-79.3% | $14,673-91.9% | $5,403-77.9% |