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 | $48,937 | $73,004-33.0% | $90,749-46.1% | $68,494-28.6% |
| Participation rate | 80.0% | 70.8%+9.2pp | 75.7%+4.3pp | 67.9%+12.1pp |
| Annual return | -16.37% | -13.81%-2.6pp | -12.16%-4.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,299 | $2,193-40.7% | $2,921-55.5% | $2,596-50.0% |
| Participant deferral / active EE | $2,410 | $3,627-33.5% | $4,564-47.2% | $4,027-40.1% |
| Admin fee / account holder | $387 | $5,896-93.4% | $8,445-95.4% | $5,403-92.8% |