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 | $92,594 | $142,344-35.0% | $119,609-22.6% | $134,475-31.1% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -7.40% | -12.44%+5.0pp | -14.97%+7.6pp | 417.96%-425.4pp |
| Employer contribution / active EE | $5,417 | $5,222+3.7% | $4,232+28.0% | $4,740+14.3% |
| Participant deferral / active EE | $9,482 | $6,469+46.6% | $5,602+69.3% | $6,400+48.2% |
| Admin fee / account holder | $4,069 | $13,584-70.0% | $10,323-60.6% | $11,426-64.4% |