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 | $22,382 | $50,958-56.1% | $74,550-70.0% | $64,186-65.1% |
| Participation rate | 77.9% | 61.1%+16.8pp | 69.1%+8.8pp | 69.6%+8.3pp |
| Annual return | -4.85% | -1.86%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $887 | $1,115-20.5% | $1,961-54.8% | $2,381-62.7% |
| Participant deferral / active EE | $1,445 | $2,301-37.2% | $3,108-53.5% | $3,470-58.3% |
| Admin fee / account holder | $3,060 | $4,223-27.5% | $5,060-39.5% | $4,888-37.4% |