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 | $17,537 | $73,867-76.3% | $143,757-87.8% | $68,494-74.4% |
| Participation rate | 76.0% | 66.7%+9.3pp | 80.3%-4.3pp | 67.9%+8.1pp |
| Annual return | -11.58% | 1.01%-12.6pp | -0.04%-11.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,773 | $3,184-44.3% | $4,951-64.2% | $2,596-31.7% |
| Participant deferral / active EE | $2,130 | $3,384-37.1% | $5,637-62.2% | $4,027-47.1% |
| Admin fee / account holder | $1,223 | $5,755-78.8% | $14,673-91.7% | $5,403-77.4% |