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 | $49,724 | $50,958-2.4% | $74,550-33.3% | $64,186-22.5% |
| Participation rate | 97.2% | 61.1%+36.2pp | 69.1%+28.1pp | 69.6%+27.7pp |
| Annual return | -4.97% | -1.86%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $794 | $1,115-28.8% | $1,961-59.5% | $2,381-66.7% |
| Participant deferral / active EE | $3,555 | $2,301+54.5% | $3,108+14.4% | $3,470+2.5% |
| Admin fee / account holder | $5,425 | $4,223+28.5% | $5,060+7.2% | $4,888+11.0% |