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 | $62,550 | $72,404-13.6% | $110,238-43.3% | $64,186-2.5% |
| Participation rate | 96.8% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | -2.15% | -6.29%+4.1pp | 314.74%-316.9pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,144 | $2,282-49.9% | $3,826-70.1% | $2,381-52.0% |
| Participant deferral / active EE | $2,475 | $3,469-28.7% | $4,672-47.0% | $3,470-28.7% |
| Admin fee / account holder | $2,698 | $5,664-52.4% | $8,547-68.4% | $4,888-44.8% |