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 | $14,736 | $42,894-65.6% | $60,874-75.8% | $68,494-78.5% |
| Participation rate | 78.0% | 66.8%+11.2pp | 73.1%+4.9pp | 67.9%+10.1pp |
| Annual return | -15.32% | -13.98%-1.3pp | 16.90%-32.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,366 | $1,978+120.7% | $2,701+61.6% | $2,596+68.2% |
| Participant deferral / active EE | $3,860 | $2,867+34.6% | $3,817+1.1% | $4,027-4.2% |
| Admin fee / account holder | $1,973 | $3,101-36.4% | $3,224-38.8% | $5,403-63.5% |