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 | $32,207 | $87,540-63.2% | $75,781-57.5% | $125,391-74.3% |
| Participation rate | 95.2% | 80.2%+15.1pp | 75.8%+19.4pp | 83.2%+12.0pp |
| Annual return | -2.87% | 13.48%-16.4pp | 9.68%-12.5pp | 282.22%-285.1pp |
| Employer contribution / active EE | $8,009 | $3,930+103.8% | $3,323+141.0% | $4,866+64.6% |
| Participant deferral / active EE | $2,337 | $4,229-44.8% | $3,651-36.0% | $5,352-56.3% |
| Admin fee / account holder | $2,902 | $6,502-55.4% | $5,299-45.2% | $9,540-69.6% |