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 | $43,700 | $71,883-39.2% | $86,677-49.6% | $68,494-36.2% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -9.00% | 3.52%-12.5pp | 35.91%-44.9pp | -7.84%-1.2pp |
| Employer contribution / active EE | $3,977 | $2,173+83.0% | $2,836+40.2% | $2,596+53.2% |
| Participant deferral / active EE | $2,337 | $3,779-38.2% | $4,656-49.8% | $4,027-42.0% |
| Admin fee / account holder | $6,509 | $6,112+6.5% | $7,493-13.1% | $5,403+20.5% |