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 8-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 | $38,121 | $72,404-47.3% | $110,238-65.4% | $64,186-40.6% |
| Participation rate | 88.6% | 73.3%+15.3pp | 79.8%+8.8pp | 69.6%+19.0pp |
| Annual return | -2.90% | -6.29%+3.4pp | 314.74%-317.6pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,343 | $2,282-41.1% | $3,826-64.9% | $2,381-43.6% |
| Participant deferral / active EE | $2,550 | $3,469-26.5% | $4,672-45.4% | $3,470-26.5% |
| Admin fee / account holder | $5,923 | $5,664+4.6% | $8,547-30.7% | $4,888+21.2% |