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 9-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 | $50,602 | $175,600-71.2% | $129,110-60.8% | $134,475-62.4% |
| Participation rate | 82.4% | 81.6%+0.8pp | 77.3%+5.1pp | 81.2%+1.1pp |
| Annual return | -16.75% | -11.39%-5.4pp | -10.94%-5.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,284 | $6,355-48.3% | $5,052-35.0% | $4,740-30.7% |
| Participant deferral / active EE | $6,807 | $7,975-14.7% | $6,542+4.0% | $6,400+6.4% |
| Admin fee / account holder | $1,158 | $23,567-95.1% | $14,302-91.9% | $11,426-89.9% |