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 | $16,703 | $42,383-60.6% | $76,523-78.2% | $64,186-74.0% |
| Participation rate | 86.7% | 58.1%+28.5pp | 68.0%+18.7pp | 69.6%+17.1pp |
| Annual return | -7.31% | -16.54%+9.2pp | -0.27%-7.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,646 | $1,563+69.3% | $2,6470% | $2,381+11.1% |
| Participant deferral / active EE | $3,337 | $2,566+30.0% | $3,835-13.0% | $3,470-3.8% |
| Admin fee / account holder | $5,188 | $3,198+62.2% | $4,848+7.0% | $4,888+6.1% |