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 8-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 | $48,524 | $73,004-33.5% | $90,749-46.5% | $68,494-29.2% |
| Participation rate | 72.4% | 70.8%+1.6pp | 75.7%-3.2pp | 67.9%+4.6pp |
| Annual return | -15.21% | -13.81%-1.4pp | -12.16%-3.0pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,942 | $2,193-11.5% | $2,921-33.5% | $2,596-25.2% |
| Participant deferral / active EE | $4,054 | $3,627+11.8% | $4,564-11.2% | $4,027+0.7% |
| Admin fee / account holder | $5,190 | $5,896-12.0% | $8,445-38.5% | $5,403-3.9% |