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 | $31,852 | $73,867-56.9% | $143,757-77.8% | $68,494-53.5% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -11.79% | 1.01%-12.8pp | -0.04%-11.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $4,740 | $3,184+48.9% | $4,951-4.3% | $2,596+82.6% |
| Participant deferral / active EE | $2,654 | $3,384-21.6% | $5,637-52.9% | $4,027-34.1% |
| Admin fee / account holder | $887 | $5,755-84.6% | $14,673-94.0% | $5,403-83.6% |