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 | $61,200 | $71,883-14.9% | $86,677-29.4% | $68,494-10.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.08% | 3.52%-16.6pp | 35.91%-49.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $3,156 | $2,173+45.2% | $2,836+11.3% | $2,596+21.6% |
| Participant deferral / active EE | $2,985 | $3,779-21.0% | $4,656-35.9% | $4,027-25.9% |
| Admin fee / account holder | $3,298 | $6,112-46.0% | $7,493-56.0% | $5,403-39.0% |