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 | $46,963 | $64,707-27.4% | $112,228-58.2% | $68,494-31.4% |
| Participation rate | 75.6% | 67.2%+8.4pp | 75.1%+0.5pp | 67.9%+7.7pp |
| Annual return | -12.36% | -11.40%-1.0pp | 27.45%-39.8pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,354 | $2,746-14.3% | $3,635-35.2% | $2,596-9.3% |
| Participant deferral / active EE | $5,019 | $3,565+40.8% | $4,728+6.1% | $4,027+24.6% |
| Admin fee / account holder | $5,624 | $5,232+7.5% | $6,410-12.3% | $5,403+4.1% |