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 | $18,229 | $48,265-62.2% | $68,791-73.5% | $68,494-73.4% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -18.59% | -12.71%-5.9pp | -6.38%-12.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,697 | $1,829-7.2% | $2,655-36.1% | $2,596-34.6% |
| Participant deferral / active EE | $7,702 | $2,867+168.7% | $3,941+95.4% | $4,027+91.3% |
| Admin fee / account holder | $3,056 | $4,355-29.8% | $4,932-38.0% | $5,403-43.4% |