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 | $65,001 | $71,883-9.6% | $86,677-25.0% | $68,494-5.1% |
| Participation rate | 89.1% | 72.2%+16.8pp | 76.6%+12.5pp | 67.9%+21.2pp |
| Annual return | -15.56% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,828 | $3,779+54.2% | $4,656+25.2% | $4,027+44.7% |
| Admin fee / account holder | $3,306 | $6,112-45.9% | $7,493-55.9% | $5,403-38.8% |