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 | $19,570 | $59,805-67.3% | $79,550-75.4% | $68,494-71.4% |
| Participation rate | 81.5% | 61.1%+20.4pp | 69.5%+12.0pp | 67.9%+13.6pp |
| Annual return | -11.82% | -12.30%+0.5pp | 0.16%-12.0pp | -7.84%-4.0pp |
| Employer contribution / active EE | $2,882 | $1,505+91.5% | $2,413+19.4% | $2,596+11.0% |
| Participant deferral / active EE | $5,246 | $3,024+73.4% | $3,985+31.6% | $4,027+30.3% |
| Admin fee / account holder | $929 | $4,835-80.8% | $6,832-86.4% | $5,403-82.8% |