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 | $11,449 | $73,867-84.5% | $143,757-92.0% | $68,494-83.3% |
| Participation rate | 98.4% | 66.7%+31.8pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -14.62% | 1.01%-15.6pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,960 | $3,184-7.0% | $4,951-40.2% | $2,596+14.0% |
| Participant deferral / active EE | $1,871 | $3,384-44.7% | $5,637-66.8% | $4,027-53.5% |
| Admin fee / account holder | $405 | $5,755-93.0% | $14,673-97.2% | $5,403-92.5% |