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 | $59,399 | $72,404-18.0% | $110,238-46.1% | $64,186-7.5% |
| Participation rate | 98.7% | 73.3%+25.3pp | 79.8%+18.9pp | 69.6%+29.1pp |
| Annual return | -7.23% | -6.29%-0.9pp | 314.74%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,815 | $2,282+23.4% | $3,826-26.4% | $2,381+18.2% |
| Participant deferral / active EE | $7,746 | $3,469+123.3% | $4,672+65.8% | $3,470+123.3% |
| Admin fee / account holder | $486 | $5,664-91.4% | $8,547-94.3% | $4,888-90.1% |