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 | $24,785 | $57,354-56.8% | $83,848-70.4% | $64,186-61.4% |
| Participation rate | 80.3% | 68.6%+11.7pp | 76.1%+4.1pp | 69.6%+10.7pp |
| Annual return | -6.55% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,259 | $2,545-11.2% | $3,631-37.8% | $2,381-5.1% |
| Participant deferral / active EE | $4,724 | $2,993+57.8% | $4,082+15.7% | $3,470+36.1% |
| Admin fee / account holder | $2,793 | $4,046-31.0% | $5,478-49.0% | $4,888-42.9% |