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 | $46,102 | $73,004-36.8% | $90,749-49.2% | $68,494-32.7% |
| Participation rate | 86.8% | 70.8%+15.9pp | 75.7%+11.1pp | 67.9%+18.9pp |
| Annual return | -3.09% | -13.81%+10.7pp | -12.16%+9.1pp | -7.84%+4.8pp |
| Employer contribution / active EE | $3,727 | $2,193+70.0% | $2,921+27.6% | $2,596+43.6% |
| Participant deferral / active EE | $6,143 | $3,627+69.4% | $4,564+34.6% | $4,027+52.5% |
| Admin fee / account holder | $7,590 | $5,896+28.7% | $8,445-10.1% | $5,403+40.5% |