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 | $57,540 | $62,586-8.1% | $76,768-25.0% | $64,186-10.4% |
| Participation rate | 91.7% | 72.8%+18.9pp | 77.0%+14.7pp | 69.6%+22.1pp |
| Annual return | -6.87% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,935 | $1,832+60.2% | $2,485+18.1% | $2,381+23.3% |
| Participant deferral / active EE | $7,369 | $3,145+134.3% | $3,852+91.3% | $3,470+112.4% |
| Admin fee / account holder | $1,840 | $4,667-60.6% | $6,675-72.4% | $4,888-62.4% |