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 | $19,549 | $73,867-73.5% | $143,757-86.4% | $68,494-71.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.80% | 1.01%-13.8pp | -0.04%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,920 | $3,184+23.1% | $4,951-20.8% | $2,596+51.0% |
| Participant deferral / active EE | $2,190 | $3,384-35.3% | $5,637-61.1% | $4,027-45.6% |
| Admin fee / account holder | $584 | $5,755-89.8% | $14,673-96.0% | $5,403-89.2% |