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 | $95,768 | $46,674+105.2% | $117,472-18.5% | $68,494+39.8% |
| Participation rate | 81.0% | 56.8%+24.2pp | 70.6%+10.4pp | 67.9%+13.1pp |
| Annual return | -11.61% | -14.52%+2.9pp | 29.74%-41.3pp | -7.84%-3.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,268 | $2,636+213.6% | $4,070+103.1% | $4,027+105.3% |
| Admin fee / account holder | $1,020 | $4,020-74.6% | $5,645-81.9% | $5,403-81.1% |