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 | $52,686 | $73,867-28.7% | $143,757-63.4% | $68,494-23.1% |
| Participation rate | 86.5% | 66.7%+19.8pp | 80.3%+6.2pp | 67.9%+18.6pp |
| Annual return | -17.13% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,627 | $3,184-17.5% | $4,951-46.9% | $2,596+1.2% |
| Participant deferral / active EE | $6,397 | $3,384+89.0% | $5,637+13.5% | $4,027+58.9% |
| Admin fee / account holder | $593 | $5,755-89.7% | $14,673-96.0% | $5,403-89.0% |