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 | $65,517 | $95,862-31.7% | $79,550-17.6% | $134,475-51.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -18.26% | -2.69%-15.6pp | 0.16%-18.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $739 | $3,128-76.4% | $2,413-69.4% | $4,740-84.4% |
| Participant deferral / active EE | $4,172 | $4,693-11.1% | $3,985+4.7% | $6,400-34.8% |
| Admin fee / account holder | $686 | $9,126-92.5% | $6,832-90.0% | $11,426-94.0% |