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 6-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 | $31,990 | $53,162-39.8% | $91,220-64.9% | $68,494-53.3% |
| Participation rate | 83.5% | 63.2%+20.3pp | 73.2%+10.3pp | 67.9%+15.7pp |
| Annual return | -10.20% | -3.14%-7.1pp | 114.01%-124.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,768 | $1,709+3.4% | $2,850-38.0% | $2,596-31.9% |
| Participant deferral / active EE | $3,216 | $2,974+8.1% | $4,234-24.0% | $4,027-20.2% |
| Admin fee / account holder | $336 | $4,493-92.5% | $5,420-93.8% | $5,403-93.8% |