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 | $57,018 | $147,167-61.3% | $111,392-48.8% | $135,375-57.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.47% | -4.44%0pp | -2.06%-2.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $4,022 | $5,204-22.7% | $4,328-7.1% | $4,779-15.8% |
| Participant deferral / active EE | $6,009 | $6,565-8.5% | $5,567+7.9% | $5,609+7.1% |
| Admin fee / account holder | $2,688 | $20,270-86.7% | $12,266-78.1% | $10,827-75.2% |