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 | $30,509 | $50,958-40.1% | $74,550-59.1% | $64,186-52.5% |
| Participation rate | 96.6% | 61.1%+35.6pp | 69.1%+27.5pp | 69.6%+27.0pp |
| Annual return | -6.40% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,115 | $1,115+89.6% | $1,961+7.9% | $2,381-11.2% |
| Participant deferral / active EE | $4,339 | $2,301+88.5% | $3,108+39.6% | $3,470+25.1% |
| Admin fee / account holder | $1,065 | $4,223-74.8% | $5,060-78.9% | $4,888-78.2% |