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 | $37,827 | $81,900-53.8% | $119,609-68.4% | $68,494-44.8% |
| Participation rate | 90.9% | 71.9%+19.0pp | 79.3%+11.6pp | 67.9%+23.0pp |
| Annual return | -13.60% | -23.82%+10.2pp | -14.97%+1.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,192 | $2,693-55.7% | $4,232-71.8% | $2,596-54.1% |
| Participant deferral / active EE | $3,088 | $4,148-25.5% | $5,602-44.9% | $4,027-23.3% |
| Admin fee / account holder | $9,012 | $6,582+36.9% | $10,323-12.7% | $5,403+66.8% |