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 | $44,653 | $73,867-39.5% | $143,757-68.9% | $68,494-34.8% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -18.02% | 1.01%-19.0pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $5,244 | $3,184+64.7% | $4,951+5.9% | $2,596+102.0% |
| Participant deferral / active EE | $7,636 | $3,384+125.6% | $5,637+35.5% | $4,027+89.6% |
| Admin fee / account holder | $1,231 | $5,755-78.6% | $14,673-91.6% | $5,403-77.2% |