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 | $57,825 | $81,900-29.4% | $119,609-51.7% | $68,494-15.6% |
| Participation rate | 72.4% | 71.9%+0.5pp | 79.3%-6.8pp | 67.9%+4.5pp |
| Annual return | 13.15% | -23.82%+37.0pp | -14.97%+28.1pp | -7.84%+21.0pp |
| Employer contribution / active EE | $2,907 | $2,693+7.9% | $4,232-31.3% | $2,596+12.0% |
| Participant deferral / active EE | $5,090 | $4,148+22.7% | $5,602-9.1% | $4,027+26.4% |
| Admin fee / account holder | $2,253 | $6,582-65.8% | $10,323-78.2% | $5,403-58.3% |