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 | $55,704 | $69,010-19.3% | $159,960-65.2% | $68,494-18.7% |
| Participation rate | 84.8% | 65.4%+19.4pp | 78.0%+6.9pp | 67.9%+17.0pp |
| Annual return | -15.38% | -9.65%-5.7pp | 408.60%-424.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,947 | $2,213+78.3% | $4,226-6.6% | $2,596+52.0% |
| Participant deferral / active EE | $8,482 | $4,212+101.4% | $6,182+37.2% | $4,027+110.6% |
| Admin fee / account holder | $568 | $4,798-88.2% | $8,698-93.5% | $5,403-89.5% |