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 | $74,914 | $81,900-8.5% | $119,609-37.4% | $68,494+9.4% |
| Participation rate | 86.3% | 71.9%+14.4pp | 79.3%+7.0pp | 67.9%+18.4pp |
| Annual return | -13.22% | -23.82%+10.6pp | -14.97%+1.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,268 | $2,693-15.8% | $4,232-46.4% | $2,596-12.7% |
| Participant deferral / active EE | $3,781 | $4,148-8.8% | $5,602-32.5% | $4,027-6.1% |
| Admin fee / account holder | $15,176 | $6,582+130.6% | $10,323+47.0% | $5,403+180.9% |