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 | $16,881 | $73,867-77.1% | $143,757-88.3% | $68,494-75.4% |
| Participation rate | 89.9% | 66.7%+23.2pp | 80.3%+9.5pp | 67.9%+22.0pp |
| Annual return | -18.14% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $662 | $3,184-79.2% | $4,951-86.6% | $2,596-74.5% |
| Participant deferral / active EE | $3,393 | $3,384+0.3% | $5,637-39.8% | $4,027-15.7% |
| Admin fee / account holder | $466 | $5,755-91.9% | $14,673-96.8% | $5,403-91.4% |