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 | $25,558 | $64,707-60.5% | $112,228-77.2% | $68,494-62.7% |
| Participation rate | 85.2% | 67.2%+18.0pp | 75.1%+10.1pp | 67.9%+17.3pp |
| Annual return | -15.05% | -11.40%-3.6pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,063 | $2,746-24.9% | $3,635-43.2% | $2,596-20.5% |
| Participant deferral / active EE | $4,694 | $3,565+31.7% | $4,728-0.7% | $4,027+16.5% |
| Admin fee / account holder | $15,676 | $5,232+199.6% | $6,410+144.6% | $5,403+190.1% |