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 | $11,599 | $48,265-76.0% | $68,791-83.1% | $68,494-83.1% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 13.66% | -12.71%+26.4pp | -6.38%+20.0pp | -7.84%+21.5pp |
| Employer contribution / active EE | $1,347 | $1,829-26.3% | $2,655-49.3% | $2,596-48.1% |
| Participant deferral / active EE | $1,236 | $2,867-56.9% | $3,941-68.6% | $4,027-69.3% |
| Admin fee / account holder | $1,145 | $4,355-73.7% | $4,932-76.8% | $5,403-78.8% |