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 | $42,874 | $64,707-33.7% | $112,228-61.8% | $68,494-37.4% |
| Participation rate | 70.3% | 67.2%+3.1pp | 75.1%-4.8pp | 67.9%+2.4pp |
| Annual return | -18.99% | -11.40%-7.6pp | 27.45%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,164 | $2,746-21.2% | $3,635-40.5% | $2,596-16.7% |
| Participant deferral / active EE | $5,519 | $3,565+54.8% | $4,728+16.7% | $4,027+37.0% |
| Admin fee / account holder | $483 | $5,232-90.8% | $6,410-92.5% | $5,403-91.1% |