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 | $14,519 | $73,867-80.3% | $143,757-89.9% | $68,494-78.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.68% | 1.01%-13.7pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,004 | $3,184-5.7% | $4,951-39.3% | $2,596+15.7% |
| Participant deferral / active EE | $4,694 | $3,384+38.7% | $5,637-16.7% | $4,027+16.5% |
| Admin fee / account holder | $1,834 | $5,755-68.1% | $14,673-87.5% | $5,403-66.0% |