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 6-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 | $23,998 | $73,867-67.5% | $143,757-83.3% | $68,494-65.0% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.2pp | 67.9%+24.6pp |
| Annual return | -10.65% | 1.01%-11.7pp | -0.04%-10.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $1,567 | $3,184-50.8% | $4,951-68.4% | $2,596-39.7% |
| Participant deferral / active EE | $5,039 | $3,384+48.9% | $5,637-10.6% | $4,027+25.1% |
| Admin fee / account holder | $656 | $5,755-88.6% | $14,673-95.5% | $5,403-87.9% |