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 | $64,212 | $72,404-11.3% | $110,238-41.8% | $64,1860% |
| Participation rate | 86.8% | 73.3%+13.5pp | 79.8%+7.0pp | 69.6%+17.3pp |
| Annual return | -4.84% | -6.29%+1.5pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,303 | $2,282+1.0% | $3,826-39.8% | $2,381-3.2% |
| Participant deferral / active EE | $3,381 | $3,469-2.5% | $4,672-27.6% | $3,470-2.5% |
| Admin fee / account holder | $5,467 | $5,664-3.5% | $8,547-36.0% | $4,888+11.8% |