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 | $25,521 | $73,867-65.4% | $143,757-82.2% | $68,494-62.7% |
| Participation rate | 80.2% | 66.7%+13.6pp | 80.3%-0.1pp | 67.9%+12.3pp |
| Annual return | -15.53% | 1.01%-16.5pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $659 | $3,184-79.3% | $4,951-86.7% | $2,596-74.6% |
| Participant deferral / active EE | $1,899 | $3,384-43.9% | $5,637-66.3% | $4,027-52.9% |
| Admin fee / account holder | $1,695 | $5,755-70.6% | $14,673-88.5% | $5,403-68.6% |