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 | $11,464 | $73,867-84.5% | $143,757-92.0% | $68,494-83.3% |
| Participation rate | 87.7% | 66.7%+21.1pp | 80.3%+7.4pp | 67.9%+19.8pp |
| Annual return | -14.31% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,116 | $3,184-33.5% | $4,951-57.3% | $2,596-18.5% |
| Participant deferral / active EE | $1,209 | $3,384-64.3% | $5,637-78.5% | $4,027-70.0% |
| Admin fee / account holder | $712 | $5,755-87.6% | $14,673-95.1% | $5,403-86.8% |