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 | $13,200 | $42,383-68.9% | $76,523-82.8% | $64,186-79.4% |
| Participation rate | 87.4% | 58.1%+29.2pp | 68.0%+19.4pp | 69.6%+17.8pp |
| Annual return | -6.50% | -16.54%+10.0pp | -0.27%-6.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,280 | $1,563-18.1% | $2,647-51.6% | $2,381-46.2% |
| Participant deferral / active EE | $2,324 | $2,566-9.5% | $3,835-39.4% | $3,470-33.0% |
| Admin fee / account holder | $2,099 | $3,198-34.4% | $4,848-56.7% | $4,888-57.1% |