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 5-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 | $26,391 | $73,004-63.9% | $90,749-70.9% | $68,494-61.5% |
| Participation rate | 89.8% | 70.8%+19.0pp | 75.7%+14.1pp | 67.9%+21.9pp |
| Annual return | -17.38% | -13.81%-3.6pp | -12.16%-5.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,403 | $2,193+9.6% | $2,921-17.7% | $2,596-7.5% |
| Participant deferral / active EE | $3,791 | $3,627+4.5% | $4,564-16.9% | $4,027-5.9% |
| Admin fee / account holder | $765 | $5,896-87.0% | $8,445-90.9% | $5,403-85.8% |