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 3-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 | $23,278 | $48,265-51.8% | $68,791-66.2% | $68,494-66.0% |
| Participation rate | 96.3% | 60.7%+35.7pp | 69.0%+27.3pp | 67.9%+28.5pp |
| Annual return | -4.18% | -12.71%+8.5pp | -6.38%+2.2pp | -7.84%+3.7pp |
| Employer contribution / active EE | $3,067 | $1,829+67.7% | $2,655+15.5% | $2,596+18.1% |
| Participant deferral / active EE | $6,833 | $2,867+138.4% | $3,941+73.4% | $4,027+69.7% |
| Admin fee / account holder | $2,367 | $4,355-45.7% | $4,932-52.0% | $5,403-56.2% |