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 | $15,539 | $73,867-79.0% | $143,757-89.2% | $68,494-77.3% |
| Participation rate | 79.5% | 66.7%+12.8pp | 80.3%-0.8pp | 67.9%+11.6pp |
| Annual return | -16.67% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $468 | $3,184-85.3% | $4,951-90.5% | $2,596-82.0% |
| Participant deferral / active EE | $1,816 | $3,384-46.3% | $5,637-67.8% | $4,027-54.9% |
| Admin fee / account holder | $586 | $5,755-89.8% | $14,673-96.0% | $5,403-89.1% |