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 9-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 | $68,941 | $142,344-51.6% | $119,609-42.4% | $134,475-48.7% |
| Participation rate | 90.5% | 82.8%+7.7pp | 79.3%+11.2pp | 81.2%+9.3pp |
| Annual return | -5.94% | -12.44%+6.5pp | -14.97%+9.0pp | 417.96%-423.9pp |
| Employer contribution / active EE | $1,813 | $5,222-65.3% | $4,232-57.2% | $4,740-61.7% |
| Participant deferral / active EE | $4,829 | $6,469-25.3% | $5,602-13.8% | $6,400-24.5% |
| Admin fee / account holder | $14,495 | $13,584+6.7% | $10,323+40.4% | $11,426+26.9% |