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 | $36,991 | $77,813-52.5% | $123,544-70.1% | $64,186-42.4% |
| Participation rate | 72.3% | 74.7%-2.4pp | 82.3%-10.0pp | 69.6%+2.8pp |
| Annual return | -7.92% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,221 | $3,014-26.3% | $4,628-52.0% | $2,381-6.7% |
| Participant deferral / active EE | $6,142 | $5,240+17.2% | $6,426-4.4% | $3,470+77.0% |
| Admin fee / account holder | $4,026 | $5,519-27.1% | $9,284-56.6% | $4,888-17.6% |