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 | $48,178 | $92,222-47.8% | $76,768-37.2% | $135,375-64.4% |
| Participation rate | 94.1% | 79.8%+14.4pp | 77.0%+17.2pp | 82.6%+11.5pp |
| Annual return | -7.71% | 5.46%-13.2pp | 2.43%-10.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,637 | $3,216-18.0% | $2,485+6.1% | $4,779-44.8% |
| Participant deferral / active EE | $2,555 | $4,509-43.3% | $3,852-33.7% | $5,609-54.5% |
| Admin fee / account holder | $339 | $10,748-96.8% | $6,675-94.9% | $10,827-96.9% |