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 | $41,559 | $50,958-18.4% | $74,550-44.3% | $64,186-35.3% |
| Participation rate | 88.5% | 61.1%+27.4pp | 69.1%+19.3pp | 69.6%+18.9pp |
| Annual return | -5.96% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,724 | $1,115+54.6% | $1,961-12.1% | $2,381-27.6% |
| Participant deferral / active EE | $3,120 | $2,301+35.6% | $3,108+0.4% | $3,470-10.1% |
| Admin fee / account holder | $609 | $4,223-85.6% | $5,060-88.0% | $4,888-87.5% |