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 | $37,690 | $64,707-41.8% | $112,228-66.4% | $68,494-45.0% |
| Participation rate | 87.7% | 67.2%+20.5pp | 75.1%+12.6pp | 67.9%+19.8pp |
| Annual return | -15.23% | -11.40%-3.8pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,486 | $2,746-9.5% | $3,635-31.6% | $2,596-4.2% |
| Participant deferral / active EE | $3,474 | $3,565-2.6% | $4,728-26.5% | $4,027-13.7% |
| Admin fee / account holder | $4,458 | $5,232-14.8% | $6,410-30.5% | $5,403-17.5% |