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 7-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 | $29,370 | $73,867-60.2% | $143,757-79.6% | $68,494-57.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.26% | 1.01%-15.3pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $4,485 | $3,184+40.9% | $4,951-9.4% | $2,596+72.8% |
| Participant deferral / active EE | $4,327 | $3,384+27.9% | $5,637-23.2% | $4,027+7.5% |
| Admin fee / account holder | $490 | $5,755-91.5% | $14,673-96.7% | $5,403-90.9% |