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 | $52,062 | $81,900-36.4% | $119,609-56.5% | $68,494-24.0% |
| Participation rate | 74.2% | 71.9%+2.3pp | 79.3%-5.1pp | 67.9%+6.3pp |
| Annual return | 21.11% | -23.82%+44.9pp | -14.97%+36.1pp | -7.84%+29.0pp |
| Employer contribution / active EE | $2,008 | $2,693-25.4% | $4,232-52.5% | $2,596-22.6% |
| Participant deferral / active EE | $3,761 | $4,148-9.3% | $5,602-32.9% | $4,027-6.6% |
| Admin fee / account holder | $1,126 | $6,582-82.9% | $10,323-89.1% | $5,403-79.2% |