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 | $26,900 | $56,357-52.3% | $104,294-74.2% | $68,494-60.7% |
| Participation rate | 93.8% | 63.3%+30.5pp | 73.3%+20.5pp | 67.9%+25.9pp |
| Annual return | -14.17% | -9.19%-5.0pp | 24.61%-38.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,657 | $1,960+86.6% | $3,372+8.5% | $2,596+40.9% |
| Participant deferral / active EE | $8,707 | $3,077+182.9% | $4,625+88.3% | $4,027+116.2% |
| Admin fee / account holder | $3,980 | $4,903-18.8% | $7,339-45.8% | $5,403-26.3% |