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 6-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 | $15,995 | $48,265-66.9% | $68,791-76.7% | $68,494-76.6% |
| Participation rate | 96.7% | 60.7%+36.0pp | 69.0%+27.6pp | 67.9%+28.8pp |
| Annual return | -13.15% | -12.71%-0.4pp | -6.38%-6.8pp | -7.84%-5.3pp |
| Employer contribution / active EE | $474 | $1,829-74.1% | $2,655-82.1% | $2,596-81.7% |
| Participant deferral / active EE | $2,732 | $2,867-4.7% | $3,941-30.7% | $4,027-32.2% |
| Admin fee / account holder | $1,369 | $4,355-68.6% | $4,932-72.3% | $5,403-74.7% |