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 | $16,168 | $49,177-67.1% | $79,464-79.7% | $64,186-74.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.62% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,601 | $2,076-22.9% | $2,800-42.8% | $2,381-32.7% |
| Participant deferral / active EE | $1,724 | $2,821-38.9% | $3,704-53.5% | $3,470-50.3% |
| Admin fee / account holder | $654 | $3,839-83.0% | $5,113-87.2% | $4,888-86.6% |