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 6-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 | $33,661 | $64,707-48.0% | $112,228-70.0% | $68,494-50.9% |
| Participation rate | 84.8% | 67.2%+17.7pp | 75.1%+9.7pp | 67.9%+16.9pp |
| Annual return | -15.69% | -11.40%-4.3pp | 27.45%-43.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,556 | $2,746-43.3% | $3,635-57.2% | $2,596-40.1% |
| Participant deferral / active EE | $2,609 | $3,565-26.8% | $4,728-44.8% | $4,027-35.2% |
| Admin fee / account holder | $1,126 | $5,232-78.5% | $6,410-82.4% | $5,403-79.2% |