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 | $44,433 | $56,357-21.2% | $104,294-57.4% | $68,494-35.1% |
| Participation rate | 70.4% | 63.3%+7.2pp | 73.3%-2.8pp | 67.9%+2.5pp |
| Annual return | -17.51% | -9.19%-8.3pp | 24.61%-42.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,321 | $1,960-32.6% | $3,372-60.8% | $2,596-49.1% |
| Participant deferral / active EE | $3,085 | $3,077+0.2% | $4,625-33.3% | $4,027-23.4% |
| Admin fee / account holder | $1,418 | $4,903-71.1% | $7,339-80.7% | $5,403-73.8% |