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 | $49,008 | $73,004-32.9% | $90,749-46.0% | $68,494-28.5% |
| Participation rate | 82.5% | 70.8%+11.6pp | 75.7%+6.8pp | 67.9%+14.6pp |
| Annual return | -16.03% | -13.81%-2.2pp | -12.16%-3.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,455 | $2,193-33.6% | $2,921-50.2% | $2,596-43.9% |
| Participant deferral / active EE | $2,460 | $3,627-32.2% | $4,564-46.1% | $4,027-38.9% |
| Admin fee / account holder | $492 | $5,896-91.7% | $8,445-94.2% | $5,403-90.9% |