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 | $39,082 | $72,177-45.9% | $115,037-66.0% | $59,632-34.5% |
| Participation rate | 73.3% | 72.6%+0.8pp | 81.4%-8.0pp | 68.7%+4.7pp |
| Annual return | -2.07% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $2,015 | $2,841-29.1% | $4,608-56.3% | $2,203-8.5% |
| Participant deferral / active EE | $3,026 | $4,783-36.7% | $6,026-49.8% | $3,192-5.2% |
| Admin fee / account holder | $4,143 | $4,927-15.9% | $8,175-49.3% | $4,297-3.6% |