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 | $46,951 | $62,586-25.0% | $76,768-38.8% | $64,186-26.9% |
| Participation rate | 84.1% | 72.8%+11.3pp | 77.0%+7.1pp | 69.6%+14.5pp |
| Annual return | -5.02% | -1.95%-3.1pp | 2.43%-7.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $5,596 | $1,832+205.5% | $2,485+125.2% | $2,381+135.1% |
| Participant deferral / active EE | $2,506 | $3,145-20.3% | $3,852-34.9% | $3,470-27.8% |
| Admin fee / account holder | $945 | $4,667-79.7% | $6,675-85.8% | $4,888-80.7% |