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 | $40,615 | $64,707-37.2% | $112,228-63.8% | $68,494-40.7% |
| Participation rate | 89.5% | 67.2%+22.3pp | 75.1%+14.4pp | 67.9%+21.6pp |
| Annual return | -14.42% | -11.40%-3.0pp | 27.45%-41.9pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,654 | $2,746-39.7% | $3,635-54.5% | $2,596-36.3% |
| Participant deferral / active EE | $4,311 | $3,565+20.9% | $4,728-8.8% | $4,027+7.0% |
| Admin fee / account holder | $1,111 | $5,232-78.8% | $6,410-82.7% | $5,403-79.4% |