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 | $40,432 | $42,894-5.7% | $60,874-33.6% | $68,494-41.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.40% | -13.98%+2.6pp | 16.90%-28.3pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,814 | $1,978-8.3% | $2,701-32.8% | $2,596-30.1% |
| Participant deferral / active EE | $1,448 | $2,867-49.5% | $3,817-62.1% | $4,027-64.0% |
| Admin fee / account holder | $4,030 | $3,101+30.0% | $3,224+25.0% | $5,403-25.4% |