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 | $24,382 | $73,867-67.0% | $143,757-83.0% | $68,494-64.4% |
| Participation rate | 95.7% | 66.7%+29.1pp | 80.3%+15.4pp | 67.9%+27.9pp |
| Annual return | -13.94% | 1.01%-14.9pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $937 | $3,184-70.6% | $4,951-81.1% | $2,596-63.9% |
| Participant deferral / active EE | $1,508 | $3,384-55.4% | $5,637-73.3% | $4,027-62.6% |
| Admin fee / account holder | $1,398 | $5,755-75.7% | $14,673-90.5% | $5,403-74.1% |