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 | $25,490 | $42,894-40.6% | $60,874-58.1% | $68,494-62.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.97% | -13.98%+1.0pp | 16.90%-29.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,716 | $1,978+37.3% | $2,701+0.6% | $2,596+4.6% |
| Participant deferral / active EE | $2,837 | $2,867-1.0% | $3,817-25.7% | $4,027-29.6% |
| Admin fee / account holder | $715 | $3,101-76.9% | $3,224-77.8% | $5,403-86.8% |