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 8-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 | $21,015 | $64,707-67.5% | $112,228-81.3% | $68,494-69.3% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | -19.16% | -11.40%-7.8pp | 27.45%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,960 | $2,746+7.8% | $3,635-18.5% | $2,596+14.0% |
| Participant deferral / active EE | $9,127 | $3,565+156.0% | $4,728+93.0% | $4,027+126.6% |
| Admin fee / account holder | $2,383 | $5,232-54.5% | $6,410-62.8% | $5,403-55.9% |