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 | $78,660 | $95,862-17.9% | $79,550-1.1% | $134,475-41.5% |
| Participation rate | 95.2% | 75.0%+20.2pp | 69.5%+25.8pp | 81.2%+14.0pp |
| Annual return | -10.87% | -2.69%-8.2pp | 0.16%-11.0pp | 417.96%-428.8pp |
| Employer contribution / active EE | $2,416 | $3,128-22.8% | $2,413+0.1% | $4,740-49.0% |
| Participant deferral / active EE | $6,742 | $4,693+43.7% | $3,985+69.2% | $6,400+5.3% |
| Admin fee / account holder | $692 | $9,126-92.4% | $6,832-89.9% | $11,426-93.9% |