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 | $14,312 | $73,867-80.6% | $143,757-90.0% | $68,494-79.1% |
| Participation rate | 72.0% | 66.7%+5.3pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | -16.21% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,524 | $3,184-52.1% | $4,951-69.2% | $2,596-41.3% |
| Participant deferral / active EE | $1,478 | $3,384-56.3% | $5,637-73.8% | $4,027-63.3% |
| Admin fee / account holder | $849 | $5,755-85.2% | $14,673-94.2% | $5,403-84.3% |