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 | $39,933 | $64,707-38.3% | $112,228-64.4% | $68,494-41.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.83% | -11.40%-7.4pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,590 | $2,746+30.7% | $3,635-1.2% | $2,596+38.3% |
| Participant deferral / active EE | $4,837 | $3,565+35.7% | $4,728+2.3% | $4,027+20.1% |
| Admin fee / account holder | $929 | $5,232-82.2% | $6,410-85.5% | $5,403-82.8% |