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 | $37,881 | $71,883-47.3% | $86,677-56.3% | $68,494-44.7% |
| Participation rate | 78.8% | 72.2%+6.6pp | 76.6%+2.2pp | 67.9%+10.9pp |
| Annual return | -7.58% | 3.52%-11.1pp | 35.91%-43.5pp | -7.84%+0.3pp |
| Employer contribution / active EE | $2,578 | $2,173+18.6% | $2,836-9.1% | $2,596-0.7% |
| Participant deferral / active EE | $4,498 | $3,779+19.0% | $4,656-3.4% | $4,027+11.7% |
| Admin fee / account holder | $1,016 | $6,112-83.4% | $7,493-86.4% | $5,403-81.2% |