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 | $43,594 | $71,883-39.4% | $86,677-49.7% | $68,494-36.4% |
| Participation rate | 73.2% | 72.2%+0.9pp | 76.6%-3.4pp | 67.9%+5.3pp |
| Annual return | -7.34% | 3.52%-10.9pp | 35.91%-43.3pp | -7.84%+0.5pp |
| Employer contribution / active EE | $1,889 | $2,173-13.1% | $2,836-33.4% | $2,596-27.2% |
| Participant deferral / active EE | $3,916 | $3,779+3.6% | $4,656-15.9% | $4,027-2.8% |
| Admin fee / account holder | $4,395 | $6,112-28.1% | $7,493-41.3% | $5,403-18.7% |