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 5-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 | $44,598 | $64,707-31.1% | $112,228-60.3% | $68,494-34.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.00% | -11.40%-2.6pp | 27.45%-41.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $7,037 | $2,746+156.3% | $3,635+93.6% | $2,596+171.0% |
| Participant deferral / active EE | $2,236 | $3,565-37.3% | $4,728-52.7% | $4,027-44.5% |
| Admin fee / account holder | $1,226 | $5,232-76.6% | $6,410-80.9% | $5,403-77.3% |