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 | $62,129 | $86,699-28.3% | $73,307-15.2% | $125,391-50.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.19% | 2.78%-6.0pp | 5.67%-8.9pp | 282.22%-285.4pp |
| Employer contribution / active EE | $2,561 | $4,152-38.3% | $3,237-20.9% | $4,866-47.4% |
| Participant deferral / active EE | $2,195 | $5,550-60.5% | $4,991-56.0% | $5,352-59.0% |
| Admin fee / account holder | $565 | $7,771-92.7% | $5,637-90.0% | $9,540-94.1% |