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 | $30,712 | $59,805-48.6% | $79,550-61.4% | $68,494-55.2% |
| Participation rate | 82.9% | 61.1%+21.8pp | 69.5%+13.4pp | 67.9%+15.0pp |
| Annual return | -11.74% | -12.30%+0.6pp | 0.16%-11.9pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,961 | $1,505+30.3% | $2,413-18.7% | $2,596-24.5% |
| Participant deferral / active EE | $4,137 | $3,024+36.8% | $3,985+3.8% | $4,027+2.7% |
| Admin fee / account holder | $1,379 | $4,835-71.5% | $6,832-79.8% | $5,403-74.5% |