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 | $40,398 | $71,883-43.8% | $86,677-53.4% | $68,494-41.0% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -12.84% | 3.52%-16.4pp | 35.91%-48.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $790 | $2,173-63.6% | $2,836-72.1% | $2,596-69.6% |
| Participant deferral / active EE | $4,590 | $3,779+21.5% | $4,656-1.4% | $4,027+14.0% |
| Admin fee / account holder | $582 | $6,112-90.5% | $7,493-92.2% | $5,403-89.2% |