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 | $46,416 | $71,883-35.4% | $86,677-46.4% | $68,494-32.2% |
| Participation rate | 88.2% | 72.2%+16.0pp | 76.6%+11.7pp | 67.9%+20.3pp |
| Annual return | -15.66% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,262 | $2,173+50.1% | $2,836+15.0% | $2,596+25.6% |
| Participant deferral / active EE | $7,335 | $3,779+94.1% | $4,656+57.6% | $4,027+82.1% |
| Admin fee / account holder | $347 | $6,112-94.3% | $7,493-95.4% | $5,403-93.6% |