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 | $39,810 | $64,707-38.5% | $112,228-64.5% | $68,494-41.9% |
| Participation rate | 96.9% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.0pp |
| Annual return | -13.47% | -11.40%-2.1pp | 27.45%-40.9pp | -7.84%-5.6pp |
| Employer contribution / active EE | $10,885 | $2,746+296.4% | $3,635+199.5% | $2,596+319.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,508 | $5,232+24.4% | $6,410+1.5% | $5,403+20.5% |