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 | $34,306 | $54,229-36.7% | $70,092-51.1% | $68,494-49.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -16.80% | -13.87%-2.9pp | 190.73%-207.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $5,558 | $2,018+175.4% | $2,559+117.2% | $2,596+114.1% |
| Participant deferral / active EE | $7,178 | $2,956+142.9% | $3,849+86.5% | $4,027+78.2% |
| Admin fee / account holder | $1,953 | $4,694-58.4% | $6,267-68.8% | $5,403-63.9% |