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 | $17,352 | $64,307-73.0% | $57,343-69.7% | $125,391-86.2% |
| Participation rate | 93.3% | 78.6%+14.7pp | 75.1%+18.2pp | 83.2%+10.1pp |
| Annual return | -2.31% | 25.12%-27.4pp | 24.39%-26.7pp | 282.22%-284.5pp |
| Employer contribution / active EE | $2,185 | $3,193-31.6% | $2,689-18.7% | $4,866-55.1% |
| Participant deferral / active EE | $1,244 | $3,848-67.7% | $3,162-60.7% | $5,352-76.8% |
| Admin fee / account holder | $571 | $5,242-89.1% | $3,356-83.0% | $9,540-94.0% |