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 | $48,901 | $71,883-32.0% | $86,677-43.6% | $68,494-28.6% |
| Participation rate | 72.9% | 72.2%+0.7pp | 76.6%-3.7pp | 67.9%+5.0pp |
| Annual return | -13.06% | 3.52%-16.6pp | 35.91%-49.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,502 | $2,173-30.9% | $2,836-47.0% | $2,596-42.1% |
| Participant deferral / active EE | $4,903 | $3,779+29.7% | $4,656+5.3% | $4,027+21.7% |
| Admin fee / account holder | $3,577 | $6,112-41.5% | $7,493-52.3% | $5,403-33.8% |