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 | $42,996 | $64,707-33.6% | $112,228-61.7% | $68,494-37.2% |
| Participation rate | 93.6% | 67.2%+26.5pp | 75.1%+18.6pp | 67.9%+25.7pp |
| Annual return | -17.48% | -11.40%-6.1pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,913 | $3,565+93.9% | $4,728+46.2% | $4,027+71.7% |
| Admin fee / account holder | $1,260 | $5,232-75.9% | $6,410-80.3% | $5,403-76.7% |