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 7-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 | $39,410 | $71,883-45.2% | $86,677-54.5% | $68,494-42.5% |
| Participation rate | 96.7% | 72.2%+24.4pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | -18.17% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,577 | $2,173+18.6% | $2,836-9.2% | $2,596-0.8% |
| Participant deferral / active EE | $4,042 | $3,779+7.0% | $4,656-13.2% | $4,027+0.4% |
| Admin fee / account holder | $3,057 | $6,112-50.0% | $7,493-59.2% | $5,403-43.4% |