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 | $30,274 | $65,061-53.5% | $143,757-78.9% | $66,914-54.8% |
| Participation rate | 78.6% | 65.2%+13.5pp | 80.3%-1.7pp | 69.8%+8.8pp |
| Annual return | -14.98% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,491 | $2,361-36.8% | $4,951-69.9% | $2,544-41.4% |
| Participant deferral / active EE | $2,407 | $2,919-17.5% | $5,637-57.3% | $4,237-43.2% |
| Admin fee / account holder | $1,248 | $502+148.7% | $14,673-91.5% | $593+110.4% |