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 | $12,753 | $73,867-82.7% | $143,757-91.1% | $68,494-81.4% |
| Participation rate | 84.4% | 66.7%+17.8pp | 80.3%+4.1pp | 67.9%+16.6pp |
| Annual return | -17.76% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $905 | $3,184-71.6% | $4,951-81.7% | $2,596-65.1% |
| Participant deferral / active EE | $1,146 | $3,384-66.1% | $5,637-79.7% | $4,027-71.5% |
| Admin fee / account holder | $1,194 | $5,755-79.2% | $14,673-91.9% | $5,403-77.9% |