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 | $19,039 | $73,867-74.2% | $143,757-86.8% | $68,494-72.2% |
| Participation rate | 76.5% | 66.7%+9.8pp | 80.3%-3.8pp | 67.9%+8.6pp |
| Annual return | -16.91% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,694 | $3,184-46.8% | $4,951-65.8% | $2,596-34.8% |
| Participant deferral / active EE | $3,384 | $3,3840% | $5,637-40.0% | $4,027-16.0% |
| Admin fee / account holder | $353 | $5,755-93.9% | $14,673-97.6% | $5,403-93.5% |