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 | $40,263 | $59,805-32.7% | $79,550-49.4% | $68,494-41.2% |
| Participation rate | 72.3% | 61.1%+11.3pp | 69.5%+2.9pp | 67.9%+4.5pp |
| Annual return | -16.07% | -12.30%-3.8pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,614 | $1,505+7.3% | $2,413-33.1% | $2,596-37.8% |
| Participant deferral / active EE | $2,382 | $3,024-21.2% | $3,985-40.2% | $4,027-40.9% |
| Admin fee / account holder | $3,806 | $4,835-21.3% | $6,832-44.3% | $5,403-29.6% |