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 | $24,600 | $73,867-66.7% | $143,757-82.9% | $68,494-64.1% |
| Participation rate | 77.1% | 66.7%+10.5pp | 80.3%-3.2pp | 67.9%+9.2pp |
| Annual return | -14.59% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,401 | $3,184-24.6% | $4,951-51.5% | $2,596-7.5% |
| Participant deferral / active EE | $1,383 | $3,384-59.1% | $5,637-75.5% | $4,027-65.6% |
| Admin fee / account holder | $2,258 | $5,755-60.8% | $14,673-84.6% | $5,403-58.2% |