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 | $39,621 | $42,383-6.5% | $76,523-48.2% | $64,186-38.3% |
| Participation rate | 92.9% | 58.1%+34.7pp | 68.0%+24.9pp | 69.6%+23.3pp |
| Annual return | -4.50% | -16.54%+12.0pp | -0.27%-4.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $785 | $1,563-49.8% | $2,647-70.4% | $2,381-67.0% |
| Participant deferral / active EE | $3,077 | $2,566+19.9% | $3,835-19.8% | $3,470-11.3% |
| Admin fee / account holder | $898 | $3,198-71.9% | $4,848-81.5% | $4,888-81.6% |