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 | $51,917 | $73,867-29.7% | $143,757-63.9% | $68,494-24.2% |
| Participation rate | 89.4% | 66.7%+22.7pp | 80.3%+9.1pp | 67.9%+21.5pp |
| Annual return | -10.60% | 1.01%-11.6pp | -0.04%-10.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $4,007 | $3,184+25.9% | $4,951-19.1% | $2,596+54.4% |
| Participant deferral / active EE | $1,735 | $3,384-48.7% | $5,637-69.2% | $4,027-56.9% |
| Admin fee / account holder | $1,511 | $5,755-73.7% | $14,673-89.7% | $5,403-72.0% |