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 | $43,158 | $72,404-40.4% | $110,238-60.9% | $64,186-32.8% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.8pp |
| Annual return | -4.60% | -6.29%+1.7pp | 314.74%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,210 | $2,282-47.0% | $3,826-68.4% | $2,381-49.2% |
| Participant deferral / active EE | $3,985 | $3,469+14.9% | $4,672-14.7% | $3,470+14.8% |
| Admin fee / account holder | $22,355 | $5,664+294.7% | $8,547+161.5% | $4,888+357.3% |