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 | $33,262 | $50,958-34.7% | $74,550-55.4% | $64,186-48.2% |
| Participation rate | 84.8% | 61.1%+23.8pp | 69.1%+15.7pp | 69.6%+15.3pp |
| Annual return | -6.77% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,878 | $1,115+68.4% | $1,961-4.2% | $2,381-21.1% |
| Participant deferral / active EE | $2,324 | $2,301+1.0% | $3,108-25.2% | $3,470-33.0% |
| Admin fee / account holder | $1,276 | $4,223-69.8% | $5,060-74.8% | $4,888-73.9% |