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 | $30,405 | $71,883-57.7% | $86,677-64.9% | $68,494-55.6% |
| Participation rate | 75.8% | 72.2%+3.5pp | 76.6%-0.8pp | 67.9%+7.9pp |
| Annual return | -12.24% | 3.52%-15.8pp | 35.91%-48.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,778 | $2,173-18.2% | $2,836-37.3% | $2,596-31.5% |
| Participant deferral / active EE | $2,174 | $3,779-42.5% | $4,656-53.3% | $4,027-46.0% |
| Admin fee / account holder | $8,072 | $6,112+32.1% | $7,493+7.7% | $5,403+49.4% |