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 | $34,220 | $73,867-53.7% | $143,757-76.2% | $68,494-50.0% |
| Participation rate | 84.8% | 66.7%+18.2pp | 80.3%+4.5pp | 67.9%+17.0pp |
| Annual return | -19.09% | 1.01%-20.1pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,043 | $3,384-39.6% | $5,637-63.8% | $4,027-49.3% |
| Admin fee / account holder | $3,801 | $5,755-34.0% | $14,673-74.1% | $5,403-29.7% |