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 | $65,800 | $81,900-19.7% | $119,609-45.0% | $68,494-3.9% |
| Participation rate | 91.3% | 71.9%+19.4pp | 79.3%+12.0pp | 67.9%+23.4pp |
| Annual return | -16.65% | -23.82%+7.2pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,373 | $2,693+25.2% | $4,232-20.3% | $2,596+29.9% |
| Participant deferral / active EE | $4,221 | $4,148+1.8% | $5,602-24.6% | $4,027+4.8% |
| Admin fee / account holder | $5,266 | $6,582-20.0% | $10,323-49.0% | $5,403-2.5% |