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 | $49,623 | $73,867-32.8% | $143,757-65.5% | $68,494-27.6% |
| Participation rate | 89.8% | 66.7%+23.1pp | 80.3%+9.5pp | 67.9%+21.9pp |
| Annual return | -11.54% | 1.01%-12.5pp | -0.04%-11.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $739 | $3,184-76.8% | $4,951-85.1% | $2,596-71.5% |
| Participant deferral / active EE | $3,753 | $3,384+10.9% | $5,637-33.4% | $4,027-6.8% |
| Admin fee / account holder | $2,177 | $5,755-62.2% | $14,673-85.2% | $5,403-59.7% |