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 | $33,863 | $77,813-56.5% | $123,544-72.6% | $64,186-47.2% |
| Participation rate | 87.8% | 74.7%+13.0pp | 82.3%+5.5pp | 69.6%+18.2pp |
| Annual return | -7.27% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,869 | $3,014+28.4% | $4,628-16.4% | $2,381+62.5% |
| Participant deferral / active EE | $7,171 | $5,240+36.9% | $6,426+11.6% | $3,470+106.7% |
| Admin fee / account holder | $2,399 | $5,519-56.5% | $9,284-74.2% | $4,888-50.9% |