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 | $65,620 | $73,867-11.2% | $143,757-54.4% | $68,494-4.2% |
| Participation rate | 89.2% | 66.7%+22.5pp | 80.3%+8.9pp | 67.9%+21.3pp |
| Annual return | -14.71% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $7,786 | $3,184+144.5% | $4,951+57.3% | $2,596+199.9% |
| Participant deferral / active EE | $4,226 | $3,384+24.9% | $5,637-25.0% | $4,027+4.9% |
| Admin fee / account holder | $964 | $5,755-83.2% | $14,673-93.4% | $5,403-82.2% |