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 | $73,838 | $81,900-9.8% | $119,609-38.3% | $68,494+7.8% |
| Participation rate | 93.8% | 71.9%+21.9pp | 79.3%+14.5pp | 67.9%+25.9pp |
| Annual return | -13.09% | -23.82%+10.7pp | -14.97%+1.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,806 | $2,693-32.9% | $4,232-57.3% | $2,596-30.4% |
| Participant deferral / active EE | $3,612 | $4,148-12.9% | $5,602-35.5% | $4,027-10.3% |
| Admin fee / account holder | $2,556 | $6,582-61.2% | $10,323-75.2% | $5,403-52.7% |