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 | $52,227 | $73,004-28.5% | $90,749-42.4% | $68,494-23.8% |
| Participation rate | 75.4% | 70.8%+4.6pp | 75.7%-0.3pp | 67.9%+7.6pp |
| Annual return | -12.33% | -13.81%+1.5pp | -12.16%-0.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $946 | $2,193-56.9% | $2,921-67.6% | $2,596-63.6% |
| Participant deferral / active EE | $2,755 | $3,627-24.0% | $4,564-39.6% | $4,027-31.6% |
| Admin fee / account holder | $3,259 | $5,896-44.7% | $8,445-61.4% | $5,403-39.7% |