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 | $58,080 | $71,883-19.2% | $86,677-33.0% | $68,494-15.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.08% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,325 | $2,173+7.0% | $2,836-18.0% | $2,596-10.5% |
| Participant deferral / active EE | $5,306 | $3,779+40.4% | $4,656+14.0% | $4,027+31.7% |
| Admin fee / account holder | $7,629 | $6,112+24.8% | $7,493+1.8% | $5,403+41.2% |