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 | $52,869 | $54,229-2.5% | $70,092-24.6% | $68,494-22.8% |
| Participation rate | 75.0% | 64.5%+10.5pp | 70.5%+4.5pp | 67.9%+7.1pp |
| Annual return | -13.51% | -13.87%+0.4pp | 190.73%-204.2pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,416 | $2,018+19.7% | $2,559-5.6% | $2,596-7.0% |
| Participant deferral / active EE | $4,957 | $2,956+67.7% | $3,849+28.8% | $4,027+23.1% |
| Admin fee / account holder | $1,366 | $4,694-70.9% | $6,267-78.2% | $5,403-74.7% |