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 | $56,518 | $73,867-23.5% | $143,757-60.7% | $68,494-17.5% |
| Participation rate | 83.8% | 66.7%+17.2pp | 80.3%+3.5pp | 67.9%+15.9pp |
| Annual return | -14.55% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $989 | $3,184-69.0% | $4,951-80.0% | $2,596-61.9% |
| Participant deferral / active EE | $1,275 | $3,384-62.3% | $5,637-77.4% | $4,027-68.3% |
| Admin fee / account holder | $3,878 | $5,755-32.6% | $14,673-73.6% | $5,403-28.2% |