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 | $41,391 | $71,883-42.4% | $86,677-52.2% | $68,494-39.6% |
| Participation rate | 88.5% | 72.2%+16.3pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -15.92% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,366 | $2,173-37.2% | $2,836-51.9% | $2,596-47.4% |
| Participant deferral / active EE | $3,026 | $3,779-19.9% | $4,656-35.0% | $4,027-24.9% |
| Admin fee / account holder | $2,824 | $6,112-53.8% | $7,493-62.3% | $5,403-47.7% |