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 | $39,032 | $50,958-23.4% | $74,550-47.6% | $64,186-39.2% |
| Participation rate | 79.1% | 61.1%+18.1pp | 69.1%+10.0pp | 69.6%+9.6pp |
| Annual return | -6.55% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $352 | $1,115-68.5% | $1,961-82.1% | $2,381-85.2% |
| Participant deferral / active EE | $2,465 | $2,301+7.1% | $3,108-20.7% | $3,470-29.0% |
| Admin fee / account holder | $2,736 | $4,223-35.2% | $5,060-45.9% | $4,888-44.0% |