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 | $28,256 | $53,162-46.8% | $91,220-69.0% | $68,494-58.7% |
| Participation rate | 88.5% | 63.2%+25.3pp | 73.2%+15.3pp | 67.9%+20.6pp |
| Annual return | -10.00% | -3.14%-6.9pp | 114.01%-124.0pp | -7.84%-2.2pp |
| Employer contribution / active EE | $1,451 | $1,709-15.1% | $2,850-49.1% | $2,596-44.1% |
| Participant deferral / active EE | $2,828 | $2,974-4.9% | $4,234-33.2% | $4,027-29.8% |
| Admin fee / account holder | $4,706 | $4,493+4.7% | $5,420-13.2% | $5,403-12.9% |