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 | $24,819 | $87,540-71.6% | $75,781-67.2% | $125,391-80.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.40% | 13.48%-15.9pp | 9.68%-12.1pp | 282.22%-284.6pp |
| Employer contribution / active EE | $5,146 | $3,930+30.9% | $3,323+54.9% | $4,866+5.8% |
| Participant deferral / active EE | $10,686 | $4,229+152.7% | $3,651+192.7% | $5,352+99.7% |
| Admin fee / account holder | $358 | $6,502-94.5% | $5,299-93.2% | $9,540-96.2% |