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 | $38,268 | $71,883-46.8% | $86,677-55.9% | $68,494-44.1% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -18.50% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $4,277 | $2,173+96.9% | $2,836+50.8% | $2,596+64.7% |
| Participant deferral / active EE | $1,849 | $3,779-51.1% | $4,656-60.3% | $4,027-54.1% |
| Admin fee / account holder | $495 | $6,112-91.9% | $7,493-93.4% | $5,403-90.8% |