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 | $75,877 | $81,900-7.4% | $119,609-36.6% | $68,494+10.8% |
| Participation rate | 80.5% | 71.9%+8.6pp | 79.3%+1.2pp | 67.9%+12.6pp |
| Annual return | -13.85% | -23.82%+10.0pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $7,556 | $2,693+180.5% | $4,232+78.5% | $2,596+191.0% |
| Participant deferral / active EE | $3,869 | $4,148-6.7% | $5,602-30.9% | $4,027-3.9% |
| Admin fee / account holder | $1,796 | $6,582-72.7% | $10,323-82.6% | $5,403-66.8% |