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 | $41,673 | $72,404-42.4% | $110,238-62.2% | $64,186-35.1% |
| Participation rate | 97.3% | 73.3%+23.9pp | 79.8%+17.4pp | 69.6%+27.7pp |
| Annual return | -6.15% | -6.29%+0.1pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,667 | $2,282-26.9% | $3,826-56.4% | $2,381-30.0% |
| Participant deferral / active EE | $3,091 | $3,469-10.9% | $4,672-33.8% | $3,470-10.9% |
| Admin fee / account holder | $1,370 | $5,664-75.8% | $8,547-84.0% | $4,888-72.0% |