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 10-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 | $17,180 | $45,863-62.5% | $77,024-77.7% | $68,494-74.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -11.55% | 1.72%-13.3pp | 42.32%-53.9pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,623 | $1,650+59.0% | $2,812-6.7% | $2,596+1.0% |
| Participant deferral / active EE | $5,030 | $2,962+69.8% | $4,426+13.6% | $4,027+24.9% |
| Admin fee / account holder | $1,506 | $3,041-50.5% | $5,425-72.2% | $5,403-72.1% |