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 7-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 | $30,537 | $59,805-48.9% | $79,550-61.6% | $68,494-55.4% |
| Participation rate | 97.3% | 61.1%+36.2pp | 69.5%+27.8pp | 67.9%+29.4pp |
| Annual return | -12.81% | -12.30%-0.5pp | 0.16%-13.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,417 | $1,505+60.6% | $2,413+0.2% | $2,596-6.9% |
| Participant deferral / active EE | $5,309 | $3,024+75.5% | $3,985+33.2% | $4,027+31.8% |
| Admin fee / account holder | $522 | $4,835-89.2% | $6,832-92.4% | $5,403-90.3% |