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 | $18,268 | $73,867-75.3% | $143,757-87.3% | $68,494-73.3% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -18.50% | 1.01%-19.5pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,168 | $3,184-63.3% | $4,951-76.4% | $2,596-55.0% |
| Participant deferral / active EE | $3,086 | $3,384-8.8% | $5,637-45.3% | $4,027-23.4% |
| Admin fee / account holder | $2,681 | $5,755-53.4% | $14,673-81.7% | $5,403-50.4% |