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 | $14,151 | $73,867-80.8% | $143,757-90.2% | $68,494-79.3% |
| Participation rate | 88.4% | 66.7%+21.7pp | 80.3%+8.1pp | 67.9%+20.5pp |
| Annual return | -16.65% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,783 | $3,184-44.0% | $4,951-64.0% | $2,596-31.3% |
| Participant deferral / active EE | $3,379 | $3,384-0.2% | $5,637-40.1% | $4,027-16.1% |
| Admin fee / account holder | $975 | $5,755-83.1% | $14,673-93.4% | $5,403-82.0% |