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 | $29,874 | $50,958-41.4% | $74,550-59.9% | $64,186-53.5% |
| Participation rate | 78.4% | 61.1%+17.3pp | 69.1%+9.2pp | 69.6%+8.8pp |
| Annual return | -2.21% | -1.86%-0.4pp | 32.53%-34.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,573 | $1,115+41.0% | $1,961-19.8% | $2,381-33.9% |
| Participant deferral / active EE | $2,296 | $2,301-0.2% | $3,108-26.1% | $3,470-33.8% |
| Admin fee / account holder | $5,070 | $4,223+20.1% | $5,060+0.2% | $4,888+3.7% |