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 | $61,370 | $167,307-63.3% | $143,757-57.3% | $134,475-54.4% |
| Participation rate | 82.6% | 84.8%-2.2pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -18.69% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $3,146 | $5,619-44.0% | $4,951-36.5% | $4,740-33.6% |
| Participant deferral / active EE | $6,729 | $6,446+4.4% | $5,637+19.4% | $6,400+5.1% |
| Admin fee / account holder | $10,082 | $18,088-44.3% | $14,673-31.3% | $11,426-11.8% |