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 | $27,459 | $50,958-46.1% | $74,550-63.2% | $64,186-57.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.71% | -1.86%-4.9pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,346 | $1,115+110.3% | $1,961+19.6% | $2,381-1.5% |
| Participant deferral / active EE | $4,162 | $2,301+80.9% | $3,108+33.9% | $3,470+20.0% |
| Admin fee / account holder | $691 | $4,223-83.6% | $5,060-86.3% | $4,888-85.9% |