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 | $39,722 | $45,863-13.4% | $77,024-48.4% | $68,494-42.0% |
| Participation rate | 75.9% | 55.9%+20.0pp | 67.9%+8.0pp | 67.9%+8.1pp |
| Annual return | -11.27% | 1.72%-13.0pp | 42.32%-53.6pp | -7.84%-3.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,067 | $2,962-64.0% | $4,426-75.9% | $4,027-73.5% |
| Admin fee / account holder | $9,456 | $3,041+211.0% | $5,425+74.3% | $5,403+75.0% |