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 | $40,397 | $42,894-5.8% | $60,874-33.6% | $68,494-41.0% |
| Participation rate | 81.5% | 66.8%+14.7pp | 73.1%+8.4pp | 67.9%+13.6pp |
| Annual return | -15.24% | -13.98%-1.3pp | 16.90%-32.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $890 | $1,978-55.0% | $2,701-67.1% | $2,596-65.7% |
| Participant deferral / active EE | $1,270 | $2,867-55.7% | $3,817-66.7% | $4,027-68.5% |
| Admin fee / account holder | $5,765 | $3,101+85.9% | $3,224+78.8% | $5,403+6.7% |