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 | $34,275 | $43,327-20.9% | $59,878-42.8% | $64,186-46.6% |
| Participation rate | 78.6% | 69.2%+9.4pp | 74.7%+3.9pp | 69.6%+9.0pp |
| Annual return | -6.94% | -1.55%-5.4pp | 3.46%-10.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,690 | $2,028+32.6% | $2,722-1.2% | $2,381+13.0% |
| Participant deferral / active EE | $5,973 | $2,546+134.6% | $3,402+75.6% | $3,470+72.2% |
| Admin fee / account holder | $1,280 | $3,005-57.4% | $3,590-64.4% | $4,888-73.8% |