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 | $79,898 | $110,094-27.4% | $151,611-47.3% | $68,494+16.6% |
| Participation rate | 72.9% | 84.0%-11.0pp | 87.5%-14.6pp | 67.9%+5.0pp |
| Annual return | -7.85% | -10.12%+2.3pp | 3.33%-11.2pp | -7.84%0pp |
| Employer contribution / active EE | $2,607 | $4,471-41.7% | $6,166-57.7% | $2,596+0.4% |
| Participant deferral / active EE | $6,837 | $6,527+4.7% | $8,363-18.3% | $4,027+69.8% |
| Admin fee / account holder | $428 | $7,719-94.5% | $11,616-96.3% | $5,403-92.1% |