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 8-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 | $36,601 | $56,484-35.2% | $169,463-78.4% | $64,186-43.0% |
| Participation rate | 78.5% | 64.5%+13.9pp | 77.8%+0.7pp | 69.6%+8.9pp |
| Annual return | -4.70% | -1.55%-3.1pp | 1.83%-6.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,562 | $1,832+39.8% | $4,159-38.4% | $2,381+7.6% |
| Participant deferral / active EE | $6,491 | $3,448+88.3% | $5,277+23.0% | $3,470+87.1% |
| Admin fee / account holder | $2,888 | $4,174-30.8% | $9,109-68.3% | $4,888-40.9% |