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 | $29,960 | $50,958-41.2% | $74,550-59.8% | $64,186-53.3% |
| Participation rate | 83.0% | 61.1%+21.9pp | 69.1%+13.8pp | 69.6%+13.4pp |
| Annual return | -6.80% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $906 | $1,115-18.8% | $1,961-53.8% | $2,381-61.9% |
| Participant deferral / active EE | $2,022 | $2,301-12.1% | $3,108-34.9% | $3,470-41.7% |
| Admin fee / account holder | $1,263 | $4,223-70.1% | $5,060-75.0% | $4,888-74.2% |