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 | $46,841 | $110,094-57.5% | $151,611-69.1% | $68,494-31.6% |
| Participation rate | 71.8% | 84.0%-12.2pp | 87.5%-15.7pp | 67.9%+3.9pp |
| Annual return | -14.59% | -10.12%-4.5pp | 3.33%-17.9pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,705 | $4,471-39.5% | $6,166-56.1% | $2,596+4.2% |
| Participant deferral / active EE | $4,702 | $6,527-28.0% | $8,363-43.8% | $4,027+16.8% |
| Admin fee / account holder | $5,172 | $7,719-33.0% | $11,616-55.5% | $5,403-4.3% |