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 | $36,590 | $113,935-67.9% | $94,224-61.2% | $125,391-70.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.44% | 5.29%-7.7pp | 10.68%-13.1pp | 282.22%-284.7pp |
| Employer contribution / active EE | $1,459 | $4,727-69.1% | $3,587-59.3% | $4,866-70.0% |
| Participant deferral / active EE | $7,749 | $5,179+49.6% | $4,320+79.4% | $5,352+44.8% |
| Admin fee / account holder | $364 | $8,391-95.7% | $6,269-94.2% | $9,540-96.2% |