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 | $22,308 | $42,383-47.4% | $76,523-70.8% | $64,186-65.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -4.49% | -16.54%+12.0pp | -0.27%-4.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $417 | $1,563-73.3% | $2,647-84.3% | $2,381-82.5% |
| Participant deferral / active EE | $1,207 | $2,566-53.0% | $3,835-68.5% | $3,470-65.2% |
| Admin fee / account holder | $609 | $3,198-81.0% | $4,848-87.4% | $4,888-87.5% |