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 | $23,599 | $73,867-68.1% | $143,757-83.6% | $68,494-65.5% |
| Participation rate | 72.9% | 66.7%+6.3pp | 80.3%-7.4pp | 67.9%+5.0pp |
| Annual return | -19.28% | 1.01%-20.3pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,764 | $3,184-44.6% | $4,951-64.4% | $2,596-32.1% |
| Participant deferral / active EE | $2,107 | $3,384-37.8% | $5,637-62.6% | $4,027-47.7% |
| Admin fee / account holder | $3,038 | $5,755-47.2% | $14,673-79.3% | $5,403-43.8% |