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 | $47,181 | $73,867-36.1% | $143,757-67.2% | $68,494-31.1% |
| Participation rate | 94.4% | 66.7%+27.8pp | 80.3%+14.1pp | 67.9%+26.6pp |
| Annual return | -18.91% | 1.01%-19.9pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $4,825 | $3,184+51.5% | $4,951-2.5% | $2,596+85.8% |
| Participant deferral / active EE | $6,320 | $3,384+86.7% | $5,637+12.1% | $4,027+56.9% |
| Admin fee / account holder | $2,136 | $5,755-62.9% | $14,673-85.4% | $5,403-60.5% |