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 | $31,489 | $211,958-85.1% | $169,463-81.4% | $135,375-76.7% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -8.19% | 3.26%-11.5pp | 1.83%-10.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,892 | $5,120-43.5% | $4,159-30.5% | $4,779-39.5% |
| Participant deferral / active EE | $5,768 | $6,075-5.0% | $5,277+9.3% | $5,609+2.8% |
| Admin fee / account holder | $1,185 | $11,471-89.7% | $9,109-87.0% | $10,827-89.1% |