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 7-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 | $21,722 | $73,867-70.6% | $143,757-84.9% | $68,494-68.3% |
| Participation rate | 77.0% | 66.7%+10.4pp | 80.3%-3.3pp | 67.9%+9.2pp |
| Annual return | -10.30% | 1.01%-11.3pp | -0.04%-10.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,452 | $3,184-54.4% | $4,951-70.7% | $2,596-44.1% |
| Participant deferral / active EE | $3,250 | $3,384-4.0% | $5,637-42.4% | $4,027-19.3% |
| Admin fee / account holder | $2,916 | $5,755-49.3% | $14,673-80.1% | $5,403-46.0% |