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 | $47,178 | $59,805-21.1% | $79,550-40.7% | $68,494-31.1% |
| Participation rate | 75.6% | 61.1%+14.5pp | 69.5%+6.1pp | 67.9%+7.7pp |
| Annual return | -17.53% | -12.30%-5.2pp | 0.16%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,664 | $1,505+10.6% | $2,413-31.1% | $2,596-35.9% |
| Participant deferral / active EE | $6,385 | $3,024+111.1% | $3,985+60.2% | $4,027+58.5% |
| Admin fee / account holder | $1,105 | $4,835-77.1% | $6,832-83.8% | $5,403-79.5% |