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 | $26,149 | $73,867-64.6% | $143,757-81.8% | $68,494-61.8% |
| Participation rate | 87.5% | 66.7%+20.8pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -15.92% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,652 | $3,184-48.1% | $4,951-66.6% | $2,596-36.4% |
| Participant deferral / active EE | $3,957 | $3,384+16.9% | $5,637-29.8% | $4,027-1.7% |
| Admin fee / account holder | $2,249 | $5,755-60.9% | $14,673-84.7% | $5,403-58.4% |