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 | $23,933 | $76,912-68.9% | $129,110-81.5% | $68,494-65.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -15.55% | -9.78%-5.8pp | -10.94%-4.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,071 | $3,243-5.3% | $5,052-39.2% | $2,596+18.3% |
| Participant deferral / active EE | $6,735 | $4,732+42.3% | $6,542+2.9% | $4,027+67.2% |
| Admin fee / account holder | $1,419 | $6,638-78.6% | $14,302-90.1% | $5,403-73.7% |