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 | $31,567 | $81,900-61.5% | $119,609-73.6% | $68,494-53.9% |
| Participation rate | 89.3% | 71.9%+17.4pp | 79.3%+10.0pp | 67.9%+21.4pp |
| Annual return | -17.21% | -23.82%+6.6pp | -14.97%-2.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,558 | $2,693+32.1% | $4,232-15.9% | $2,596+37.0% |
| Participant deferral / active EE | $9,946 | $4,148+139.8% | $5,602+77.5% | $4,027+147.0% |
| Admin fee / account holder | $2,523 | $6,582-61.7% | $10,323-75.6% | $5,403-53.3% |