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 9-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 | $38,621 | $72,404-46.7% | $110,238-65.0% | $64,186-39.8% |
| Participation rate | 87.0% | 73.3%+13.7pp | 79.8%+7.2pp | 69.6%+17.5pp |
| Annual return | -4.03% | -6.29%+2.3pp | 314.74%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,650 | $2,282-27.7% | $3,826-56.9% | $2,381-30.7% |
| Participant deferral / active EE | $3,053 | $3,469-12.0% | $4,672-34.7% | $3,470-12.0% |
| Admin fee / account holder | $5,774 | $5,664+1.9% | $8,547-32.5% | $4,888+18.1% |