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 | $56,769 | $73,004-22.2% | $90,749-37.4% | $68,494-17.1% |
| Participation rate | 96.2% | 70.8%+25.3pp | 75.7%+20.5pp | 67.9%+28.3pp |
| Annual return | -15.39% | -13.81%-1.6pp | -12.16%-3.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,029 | $2,193-7.5% | $2,921-30.5% | $2,596-21.8% |
| Participant deferral / active EE | $6,152 | $3,627+69.6% | $4,564+34.8% | $4,027+52.8% |
| Admin fee / account holder | $2,727 | $5,896-53.7% | $8,445-67.7% | $5,403-49.5% |