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 | $35,701 | $73,867-51.7% | $143,757-75.2% | $68,494-47.9% |
| Participation rate | 76.8% | 66.7%+10.2pp | 80.3%-3.5pp | 67.9%+8.9pp |
| Annual return | -10.20% | 1.01%-11.2pp | -0.04%-10.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,547 | $3,184-51.4% | $4,951-68.8% | $2,596-40.4% |
| Participant deferral / active EE | $2,840 | $3,384-16.1% | $5,637-49.6% | $4,027-29.5% |
| Admin fee / account holder | $6,426 | $5,755+11.7% | $14,673-56.2% | $5,403+18.9% |