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 | $38,179 | $107,791-64.6% | $90,645-57.9% | $135,375-71.8% |
| Participation rate | 94.4% | 78.0%+16.4pp | 74.0%+20.4pp | 82.6%+11.8pp |
| Annual return | -6.10% | -0.90%-5.2pp | 1.88%-8.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,182 | $3,018-60.8% | $2,532-53.3% | $4,779-75.3% |
| Participant deferral / active EE | $3,472 | $3,872-10.3% | $3,425+1.4% | $5,609-38.1% |
| Admin fee / account holder | $760 | $5,930-87.2% | $4,994-84.8% | $10,827-93.0% |