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 | $39,527 | $50,958-22.4% | $74,550-47.0% | $64,186-38.4% |
| Participation rate | 84.5% | 61.1%+23.4pp | 69.1%+15.3pp | 69.6%+14.9pp |
| Annual return | -4.52% | -1.86%-2.7pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,833 | $1,115+64.3% | $1,961-6.5% | $2,381-23.0% |
| Participant deferral / active EE | $2,853 | $2,301+24.0% | $3,108-8.2% | $3,470-17.8% |
| Admin fee / account holder | $614 | $4,223-85.5% | $5,060-87.9% | $4,888-87.4% |