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 | $42,144 | $71,883-41.4% | $86,677-51.4% | $68,494-38.5% |
| Participation rate | 86.7% | 72.2%+14.4pp | 76.6%+10.1pp | 67.9%+18.8pp |
| Annual return | -15.19% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,027 | $2,173-52.7% | $2,836-63.8% | $2,596-60.5% |
| Participant deferral / active EE | $3,662 | $3,779-3.1% | $4,656-21.3% | $4,027-9.1% |
| Admin fee / account holder | $3,207 | $6,112-47.5% | $7,493-57.2% | $5,403-40.6% |