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 | $18,828 | $73,867-74.5% | $143,757-86.9% | $68,494-72.5% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -19.27% | 1.01%-20.3pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,520 | $3,184-20.8% | $4,951-49.1% | $2,596-2.9% |
| Participant deferral / active EE | $3,579 | $3,384+5.7% | $5,637-36.5% | $4,027-11.1% |
| Admin fee / account holder | $384 | $5,755-93.3% | $14,673-97.4% | $5,403-92.9% |