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 | $38,733 | $42,383-8.6% | $76,523-49.4% | $64,186-39.7% |
| Participation rate | 81.5% | 58.1%+23.4pp | 68.0%+13.5pp | 69.6%+12.0pp |
| Annual return | -5.38% | -16.54%+11.2pp | -0.27%-5.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,502 | $1,563+60.1% | $2,647-5.5% | $2,381+5.1% |
| Participant deferral / active EE | $2,124 | $2,566-17.2% | $3,835-44.6% | $3,470-38.8% |
| Admin fee / account holder | $2,250 | $3,198-29.6% | $4,848-53.6% | $4,888-54.0% |