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 | $30,284 | $73,867-59.0% | $143,757-78.9% | $68,494-55.8% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -13.40% | 1.01%-14.4pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $724 | $3,184-77.3% | $4,951-85.4% | $2,596-72.1% |
| Participant deferral / active EE | $1,999 | $3,384-40.9% | $5,637-64.5% | $4,027-50.4% |
| Admin fee / account holder | $850 | $5,755-85.2% | $14,673-94.2% | $5,403-84.3% |