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 | $60,194 | $69,010-12.8% | $159,960-62.4% | $68,494-12.1% |
| Participation rate | 96.3% | 65.4%+30.9pp | 78.0%+18.3pp | 67.9%+28.4pp |
| Annual return | 6.62% | -9.65%+16.3pp | 408.60%-402.0pp | -7.84%+14.5pp |
| Employer contribution / active EE | $2,222 | $2,213+0.4% | $4,226-47.4% | $2,596-14.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $431 | $4,798-91.0% | $8,698-95.0% | $5,403-92.0% |