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 | $15,155 | $45,863-67.0% | $77,024-80.3% | $68,494-77.9% |
| Participation rate | 71.4% | 55.9%+15.5pp | 67.9%+3.5pp | 67.9%+3.5pp |
| Annual return | -15.87% | 1.72%-17.6pp | 42.32%-58.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,782 | $1,650+8.0% | $2,812-36.6% | $2,596-31.4% |
| Participant deferral / active EE | $2,351 | $2,962-20.6% | $4,426-46.9% | $4,027-41.6% |
| Admin fee / account holder | $1,139 | $3,041-62.5% | $5,425-79.0% | $5,403-78.9% |