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 | $20,312 | $45,863-55.7% | $77,024-73.6% | $68,494-70.3% |
| Participation rate | 84.4% | 55.9%+28.5pp | 67.9%+16.5pp | 67.9%+16.5pp |
| Annual return | -19.51% | 1.72%-21.2pp | 42.32%-61.8pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,408 | $1,650+46.0% | $2,812-14.4% | $2,596-7.2% |
| Participant deferral / active EE | $3,671 | $2,962+23.9% | $4,426-17.1% | $4,027-8.9% |
| Admin fee / account holder | $1,455 | $3,041-52.2% | $5,425-73.2% | $5,403-73.1% |