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 | $29,974 | $73,867-59.4% | $143,757-79.1% | $68,494-56.2% |
| Participation rate | 97.0% | 66.7%+30.3pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | -15.33% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $558 | $3,184-82.5% | $4,951-88.7% | $2,596-78.5% |
| Participant deferral / active EE | $1,745 | $3,384-48.5% | $5,637-69.1% | $4,027-56.7% |
| Admin fee / account holder | $1,202 | $5,755-79.1% | $14,673-91.8% | $5,403-77.7% |