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 | $37,761 | $59,805-36.9% | $79,550-52.5% | $68,494-44.9% |
| Participation rate | 70.0% | 61.1%+8.9pp | 69.5%+0.5pp | 67.9%+2.1pp |
| Annual return | -16.49% | -12.30%-4.2pp | 0.16%-16.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $877 | $1,505-41.7% | $2,413-63.7% | $2,596-66.2% |
| Participant deferral / active EE | $2,685 | $3,024-11.2% | $3,985-32.6% | $4,027-33.3% |
| Admin fee / account holder | $2,141 | $4,835-55.7% | $6,832-68.7% | $5,403-60.4% |