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 | $38,502 | $73,004-47.3% | $90,749-57.6% | $68,494-43.8% |
| Participation rate | 96.4% | 70.8%+25.6pp | 75.7%+20.7pp | 67.9%+28.5pp |
| Annual return | -15.26% | -13.81%-1.4pp | -12.16%-3.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,064 | $2,193-51.5% | $2,921-63.6% | $2,596-59.0% |
| Participant deferral / active EE | $1,722 | $3,627-52.5% | $4,564-62.3% | $4,027-57.2% |
| Admin fee / account holder | $9,896 | $5,896+67.8% | $8,445+17.2% | $5,403+83.2% |