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 9-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 | $59,232 | $71,883-17.6% | $86,677-31.7% | $68,494-13.5% |
| Participation rate | 76.6% | 72.2%+4.4pp | 76.6%0pp | 67.9%+8.7pp |
| Annual return | -15.44% | 3.52%-19.0pp | 35.91%-51.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,798 | $2,173+74.8% | $2,836+33.9% | $2,596+46.3% |
| Participant deferral / active EE | $6,731 | $3,779+78.1% | $4,656+44.6% | $4,027+67.1% |
| Admin fee / account holder | $4,866 | $6,112-20.4% | $7,493-35.1% | $5,403-9.9% |