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 | $51,031 | $73,004-30.1% | $90,749-43.8% | $68,494-25.5% |
| Participation rate | 97.8% | 70.8%+26.9pp | 75.7%+22.1pp | 67.9%+29.9pp |
| Annual return | -12.38% | -13.81%+1.4pp | -12.16%-0.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,278 | $2,193+3.9% | $2,921-22.0% | $2,596-12.3% |
| Participant deferral / active EE | $10,105 | $3,627+178.6% | $4,564+121.4% | $4,027+150.9% |
| Admin fee / account holder | $10,105 | $5,896+71.4% | $8,445+19.7% | $5,403+87.0% |