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 | $35,901 | $73,867-51.4% | $143,757-75.0% | $68,494-47.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.32% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,439 | $3,184+8.0% | $4,951-30.5% | $2,596+32.5% |
| Participant deferral / active EE | $5,558 | $3,384+64.2% | $5,637-1.4% | $4,027+38.0% |
| Admin fee / account holder | $2,410 | $5,755-58.1% | $14,673-83.6% | $5,403-55.4% |