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 | $38,256 | $79,633-52.0% | $93,789-59.2% | $68,494-44.1% |
| Participation rate | 77.8% | 75.4%+2.4pp | 81.0%-3.2pp | 67.9%+9.9pp |
| Annual return | -16.29% | -0.10%-16.2pp | -11.33%-5.0pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,415 | $3,665-34.1% | $4,323-44.1% | $2,596-7.0% |
| Participant deferral / active EE | $5,247 | $5,158+1.7% | $6,094-13.9% | $4,027+30.3% |
| Admin fee / account holder | $3,926 | $6,871-42.9% | $7,195-45.4% | $5,403-27.3% |