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 | $31,547 | $46,674-32.4% | $117,472-73.1% | $68,494-53.9% |
| Participation rate | 98.1% | 56.8%+41.4pp | 70.6%+27.6pp | 67.9%+30.3pp |
| Annual return | -12.38% | -14.52%+2.1pp | 29.74%-42.1pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,939 | $1,505+28.9% | $4,176-53.6% | $2,596-25.3% |
| Participant deferral / active EE | $2,259 | $2,636-14.3% | $4,070-44.5% | $4,027-43.9% |
| Admin fee / account holder | $3,676 | $4,020-8.6% | $5,645-34.9% | $5,403-32.0% |