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 | $37,267 | $53,596-30.5% | $90,645-58.9% | $64,186-41.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -8.08% | 4.41%-12.5pp | 1.88%-10.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $8,309 | $1,503+452.9% | $2,532+228.2% | $2,381+249.0% |
| Participant deferral / active EE | $5,724 | $2,459+132.8% | $3,425+67.1% | $3,470+65.0% |
| Admin fee / account holder | $6,237 | $3,868+61.2% | $4,994+24.9% | $4,888+27.6% |