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 7-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 | $33,211 | $42,894-22.6% | $60,874-45.4% | $68,494-51.5% |
| Participation rate | 75.9% | 66.8%+9.1pp | 73.1%+2.8pp | 67.9%+8.0pp |
| Annual return | -11.37% | -13.98%+2.6pp | 16.90%-28.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $3,564 | $1,978+80.2% | $2,701+31.9% | $2,596+37.3% |
| Participant deferral / active EE | $6,554 | $2,867+128.6% | $3,817+71.7% | $4,027+62.7% |
| Admin fee / account holder | $1,215 | $3,101-60.8% | $3,224-62.3% | $5,403-77.5% |