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 | $39,323 | $59,805-34.2% | $79,550-50.6% | $68,494-42.6% |
| Participation rate | 93.8% | 61.1%+32.7pp | 69.5%+24.3pp | 67.9%+25.9pp |
| Annual return | -9.45% | -12.30%+2.9pp | 0.16%-9.6pp | -7.84%-1.6pp |
| Employer contribution / active EE | $1,898 | $1,505+26.1% | $2,413-21.3% | $2,596-26.9% |
| Participant deferral / active EE | $5,207 | $3,024+72.2% | $3,985+30.7% | $4,027+29.3% |
| Admin fee / account holder | $585 | $4,835-87.9% | $6,832-91.4% | $5,403-89.2% |