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 | $39,764 | $77,813-48.9% | $123,544-67.8% | $64,186-38.0% |
| Participation rate | 80.4% | 74.7%+5.7pp | 82.3%-1.9pp | 69.6%+10.9pp |
| Annual return | -8.11% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $927 | $3,014-69.2% | $4,628-80.0% | $2,381-61.1% |
| Participant deferral / active EE | $5,541 | $5,240+5.7% | $6,426-13.8% | $3,470+59.7% |
| Admin fee / account holder | $962 | $5,519-82.6% | $9,284-89.6% | $4,888-80.3% |