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 | $33,585 | $100,754-66.7% | $86,677-61.3% | $134,475-75.0% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | -8.46% | 29.04%-37.5pp | 35.91%-44.4pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,779 | $3,489-49.0% | $2,836-37.3% | $4,740-62.5% |
| Participant deferral / active EE | $5,449 | $5,338+2.1% | $4,656+17.0% | $6,400-14.9% |
| Admin fee / account holder | $3,914 | $10,926-64.2% | $7,493-47.8% | $11,426-65.7% |