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 | $86,172 | $81,900+5.2% | $119,609-28.0% | $68,494+25.8% |
| Participation rate | 76.9% | 71.9%+5.0pp | 79.3%-2.3pp | 67.9%+9.0pp |
| Annual return | -6.94% | -23.82%+16.9pp | -14.97%+8.0pp | -7.84%+0.9pp |
| Employer contribution / active EE | $2,548 | $2,693-5.4% | $4,232-39.8% | $2,596-1.8% |
| Participant deferral / active EE | $4,108 | $4,148-1.0% | $5,602-26.7% | $4,027+2.0% |
| Admin fee / account holder | $14,785 | $6,582+124.6% | $10,323+43.2% | $5,403+173.7% |