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 | $32,065 | $42,894-25.2% | $60,874-47.3% | $68,494-53.2% |
| Participation rate | 75.3% | 66.8%+8.6pp | 73.1%+2.2pp | 67.9%+7.5pp |
| Annual return | -12.24% | -13.98%+1.7pp | 16.90%-29.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,055 | $1,978-46.6% | $2,701-60.9% | $2,596-59.3% |
| Participant deferral / active EE | $1,953 | $2,867-31.9% | $3,817-48.8% | $4,027-51.5% |
| Admin fee / account holder | $2,481 | $3,101-20.0% | $3,224-23.0% | $5,403-54.1% |