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 | $36,007 | $42,894-16.1% | $60,874-40.8% | $68,494-47.4% |
| Participation rate | 78.6% | 66.8%+11.8pp | 73.1%+5.5pp | 67.9%+10.7pp |
| Annual return | -7.74% | -13.98%+6.2pp | 16.90%-24.6pp | -7.84%+0.1pp |
| Employer contribution / active EE | $3,300 | $1,978+66.8% | $2,701+22.2% | $2,596+27.1% |
| Participant deferral / active EE | $6,167 | $2,867+115.1% | $3,817+61.6% | $4,027+53.1% |
| Admin fee / account holder | $1,292 | $3,101-58.3% | $3,224-59.9% | $5,403-76.1% |