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 | $60,537 | $95,862-36.9% | $79,550-23.9% | $134,475-55.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -15.73% | -2.69%-13.0pp | 0.16%-15.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,424 | $3,128-22.5% | $2,413+0.5% | $4,740-48.9% |
| Participant deferral / active EE | $7,489 | $4,693+59.6% | $3,985+87.9% | $6,400+17.0% |
| Admin fee / account holder | $592 | $9,126-93.5% | $6,832-91.3% | $11,426-94.8% |