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 | $18,573 | $64,707-71.3% | $112,228-83.5% | $68,494-72.9% |
| Participation rate | 81.8% | 67.2%+14.7pp | 75.1%+6.8pp | 67.9%+13.9pp |
| Annual return | -11.12% | -11.40%+0.3pp | 27.45%-38.6pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,260 | $2,746-54.1% | $3,635-65.3% | $2,596-51.5% |
| Participant deferral / active EE | $2,295 | $3,565-35.6% | $4,728-51.5% | $4,027-43.0% |
| Admin fee / account holder | $432 | $5,232-91.8% | $6,410-93.3% | $5,403-92.0% |