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 | $32,185 | $64,707-50.3% | $112,228-71.3% | $68,494-53.0% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -12.65% | -11.40%-1.2pp | 27.45%-40.1pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,137 | $2,746+14.3% | $3,635-13.7% | $2,596+20.8% |
| Participant deferral / active EE | $5,740 | $3,565+61.0% | $4,728+21.4% | $4,027+42.5% |
| Admin fee / account holder | $2,561 | $5,232-51.1% | $6,410-60.0% | $5,403-52.6% |