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 9-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 | $33,336 | $71,883-53.6% | $86,677-61.5% | $68,494-51.3% |
| Participation rate | 70.3% | 72.2%-1.9pp | 76.6%-6.3pp | 67.9%+2.4pp |
| Annual return | -18.48% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,735 | $2,173-20.1% | $2,836-38.8% | $2,596-33.2% |
| Participant deferral / active EE | $4,033 | $3,779+6.7% | $4,656-13.4% | $4,027+0.1% |
| Admin fee / account holder | $305 | $6,112-95.0% | $7,493-95.9% | $5,403-94.4% |