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 | $37,584 | $42,894-12.4% | $60,874-38.3% | $68,494-45.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.22% | -13.98%-1.2pp | 16.90%-32.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,719 | $1,978+88.0% | $2,701+37.7% | $2,596+43.2% |
| Participant deferral / active EE | $2,894 | $2,867+0.9% | $3,817-24.2% | $4,027-28.1% |
| Admin fee / account holder | $564 | $3,101-81.8% | $3,224-82.5% | $5,403-89.6% |