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 | $24,363 | $64,707-62.3% | $112,228-78.3% | $68,494-64.4% |
| Participation rate | 81.1% | 67.2%+14.0pp | 75.1%+6.1pp | 67.9%+13.2pp |
| Annual return | -17.11% | -11.40%-5.7pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,512 | $3,565-29.5% | $4,728-46.9% | $4,027-37.6% |
| Admin fee / account holder | $1,860 | $5,232-64.5% | $6,410-71.0% | $5,403-65.6% |