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 | $66,726 | $71,883-7.2% | $86,677-23.0% | $68,494-2.6% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -10.84% | 3.52%-14.4pp | 35.91%-46.7pp | -7.84%-3.0pp |
| Employer contribution / active EE | $2,028 | $2,173-6.7% | $2,836-28.5% | $2,596-21.9% |
| Participant deferral / active EE | $4,296 | $3,779+13.7% | $4,656-7.7% | $4,027+6.7% |
| Admin fee / account holder | $715 | $6,112-88.3% | $7,493-90.5% | $5,403-86.8% |