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 | $59,220 | $77,813-23.9% | $123,544-52.1% | $64,186-7.7% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.3%+12.1pp | 69.6%+24.8pp |
| Annual return | -4.73% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $6,231 | $3,014+106.7% | $4,628+34.6% | $2,381+161.7% |
| Participant deferral / active EE | $6,395 | $5,240+22.0% | $6,426-0.5% | $3,470+84.3% |
| Admin fee / account holder | $5,960 | $5,519+8.0% | $9,284-35.8% | $4,888+21.9% |