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 | $14,277 | $82,286-82.6% | $68,791-79.2% | $134,475-89.4% |
| Participation rate | 95.2% | 75.1%+20.2pp | 69.0%+26.2pp | 81.2%+14.0pp |
| Annual return | -16.52% | -2.19%-14.3pp | -6.38%-10.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,771 | $3,301-46.4% | $2,655-33.3% | $4,740-62.6% |
| Participant deferral / active EE | $4,133 | $4,739-12.8% | $3,941+4.9% | $6,400-35.4% |
| Admin fee / account holder | $1,742 | $6,481-73.1% | $4,932-64.7% | $11,426-84.7% |