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 | $67,986 | $73,004-6.9% | $90,749-25.1% | $68,494-0.7% |
| Participation rate | 93.1% | 70.8%+22.3pp | 75.7%+17.4pp | 67.9%+25.2pp |
| Annual return | -15.06% | -13.81%-1.3pp | -12.16%-2.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,039 | $2,193-7.0% | $2,921-30.2% | $2,596-21.5% |
| Participant deferral / active EE | $2,447 | $3,627-32.5% | $4,564-46.4% | $4,027-39.2% |
| Admin fee / account holder | $3,765 | $5,896-36.1% | $8,445-55.4% | $5,403-30.3% |