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 | $19,124 | $48,265-60.4% | $68,791-72.2% | $68,494-72.1% |
| Participation rate | 94.4% | 60.7%+33.7pp | 69.0%+25.3pp | 67.9%+26.5pp |
| Annual return | -17.21% | -12.71%-4.5pp | -6.38%-10.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,252 | $1,829+23.2% | $2,655-15.2% | $2,596-13.3% |
| Participant deferral / active EE | $3,169 | $2,867+10.5% | $3,941-19.6% | $4,027-21.3% |
| Admin fee / account holder | $1,741 | $4,355-60.0% | $4,932-64.7% | $5,403-67.8% |