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 | $32,994 | $64,707-49.0% | $112,228-70.6% | $68,494-51.8% |
| Participation rate | 93.5% | 67.2%+26.4pp | 75.1%+18.5pp | 67.9%+25.7pp |
| Annual return | -18.89% | -11.40%-7.5pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $4,964 | $2,746+80.8% | $3,635+36.6% | $2,596+91.2% |
| Participant deferral / active EE | $3,340 | $3,565-6.3% | $4,728-29.4% | $4,027-17.1% |
| Admin fee / account holder | $2,488 | $5,232-52.4% | $6,410-61.2% | $5,403-53.9% |