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 | $25,320 | $59,805-57.7% | $79,550-68.2% | $68,494-63.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -19.06% | -12.30%-6.8pp | 0.16%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,826 | $1,505+87.8% | $2,413+17.1% | $2,596+8.8% |
| Participant deferral / active EE | $3,486 | $3,024+15.3% | $3,985-12.5% | $4,027-13.4% |
| Admin fee / account holder | $900 | $4,835-81.4% | $6,832-86.8% | $5,403-83.3% |