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 | $46,177 | $73,004-36.7% | $90,749-49.1% | $68,494-32.6% |
| Participation rate | 97.6% | 70.8%+26.8pp | 75.7%+21.9pp | 67.9%+29.7pp |
| Annual return | -17.07% | -13.81%-3.3pp | -12.16%-4.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,985 | $2,193+36.1% | $2,921+2.2% | $2,596+15.0% |
| Participant deferral / active EE | $4,937 | $3,627+36.1% | $4,564+8.2% | $4,027+22.6% |
| Admin fee / account holder | $4,289 | $5,896-27.3% | $8,445-49.2% | $5,403-20.6% |