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 5-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 | $15,206 | $133,958-88.6% | $112,228-86.5% | $134,475-88.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -8.04% | 47.11%-55.2pp | 27.45%-35.5pp | 417.96%-426.0pp |
| Employer contribution / active EE | $3,148 | $4,038-22.0% | $3,635-13.4% | $4,740-33.6% |
| Participant deferral / active EE | $6,615 | $5,291+25.0% | $4,728+39.9% | $6,400+3.4% |
| Admin fee / account holder | $1,238 | $7,489-83.5% | $6,410-80.7% | $11,426-89.2% |