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 | $40,462 | $48,265-16.2% | $68,791-41.2% | $68,494-40.9% |
| Participation rate | 76.1% | 60.7%+15.5pp | 69.0%+7.1pp | 67.9%+8.2pp |
| Annual return | -11.39% | -12.71%+1.3pp | -6.38%-5.0pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,189 | $1,829+19.7% | $2,655-17.6% | $2,596-15.7% |
| Participant deferral / active EE | $4,616 | $2,867+61.0% | $3,941+17.1% | $4,027+14.6% |
| Admin fee / account holder | $533 | $4,355-87.8% | $4,932-89.2% | $5,403-90.1% |