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 | $37,765 | $71,883-47.5% | $86,677-56.4% | $68,494-44.9% |
| Participation rate | 72.1% | 72.2%-0.2pp | 76.6%-4.5pp | 67.9%+4.2pp |
| Annual return | -13.19% | 3.52%-16.7pp | 35.91%-49.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,139 | $2,173-47.6% | $2,836-59.8% | $2,596-56.1% |
| Participant deferral / active EE | $2,144 | $3,779-43.3% | $4,656-53.9% | $4,027-46.8% |
| Admin fee / account holder | $4,623 | $6,112-24.4% | $7,493-38.3% | $5,403-14.4% |