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 | $11,502 | $45,863-74.9% | $77,024-85.1% | $68,494-83.2% |
| Participation rate | 88.9% | 55.9%+33.0pp | 67.9%+21.0pp | 67.9%+21.0pp |
| Annual return | -10.88% | 1.72%-12.6pp | 42.32%-53.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,311 | $2,962-22.0% | $4,426-47.8% | $4,027-42.6% |
| Admin fee / account holder | $465 | $3,041-84.7% | $5,425-91.4% | $5,403-91.4% |