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 | $64,085 | $42,383+51.2% | $76,523-16.3% | $64,186-0.2% |
| Participation rate | 83.3% | 58.1%+25.2pp | 68.0%+15.3pp | 69.6%+13.8pp |
| Annual return | -4.97% | -16.54%+11.6pp | -0.27%-4.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $4,081 | $1,563+161.0% | $2,647+54.2% | $2,381+71.4% |
| Participant deferral / active EE | $4,194 | $2,566+63.4% | $3,835+9.4% | $3,470+20.9% |
| Admin fee / account holder | $16,555 | $3,198+417.7% | $4,848+241.5% | $4,888+238.7% |