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 | $25,198 | $42,894-41.3% | $60,874-58.6% | $68,494-63.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -9.05% | -13.98%+4.9pp | 16.90%-25.9pp | -7.84%-1.2pp |
| Employer contribution / active EE | $1,122 | $1,978-43.3% | $2,701-58.5% | $2,596-56.8% |
| Participant deferral / active EE | $1,750 | $2,867-39.0% | $3,817-54.2% | $4,027-56.6% |
| Admin fee / account holder | $6,640 | $3,101+114.1% | $3,224+105.9% | $5,403+22.9% |