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 | $51,535 | $56,357-8.6% | $104,294-50.6% | $68,494-24.8% |
| Participation rate | 82.4% | 63.3%+19.2pp | 73.3%+9.2pp | 67.9%+14.5pp |
| Annual return | -18.04% | -9.19%-8.9pp | 24.61%-42.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $4,400 | $1,960+124.5% | $3,372+30.5% | $2,596+69.5% |
| Participant deferral / active EE | $5,891 | $3,077+91.4% | $4,625+27.4% | $4,027+46.3% |
| Admin fee / account holder | $1,375 | $4,903-71.9% | $7,339-81.3% | $5,403-74.5% |