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 7-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 | $36,638 | $59,805-38.7% | $79,550-53.9% | $68,494-46.5% |
| Participation rate | 71.6% | 61.1%+10.5pp | 69.5%+2.1pp | 67.9%+3.7pp |
| Annual return | -18.01% | -12.30%-5.7pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,170 | $1,505-22.2% | $2,413-51.5% | $2,596-54.9% |
| Participant deferral / active EE | $1,837 | $3,024-39.3% | $3,985-53.9% | $4,027-54.4% |
| Admin fee / account holder | $732 | $4,835-84.9% | $6,832-89.3% | $5,403-86.5% |