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 | $31,052 | $73,867-58.0% | $143,757-78.4% | $68,494-54.7% |
| Participation rate | 94.7% | 66.7%+28.0pp | 80.3%+14.4pp | 67.9%+26.8pp |
| Annual return | -14.27% | 1.01%-15.3pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,969 | $3,184-38.1% | $4,951-60.2% | $2,596-24.1% |
| Participant deferral / active EE | $1,460 | $3,384-56.9% | $5,637-74.1% | $4,027-63.7% |
| Admin fee / account holder | $3,015 | $5,755-47.6% | $14,673-79.5% | $5,403-44.2% |