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 | $43,356 | $53,162-18.4% | $91,220-52.5% | $68,494-36.7% |
| Participation rate | 74.2% | 63.2%+11.0pp | 73.2%+1.0pp | 67.9%+6.3pp |
| Annual return | -17.22% | -3.14%-14.1pp | 114.01%-131.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $806 | $1,709-52.8% | $2,850-71.7% | $2,596-69.0% |
| Participant deferral / active EE | $4,498 | $2,974+51.3% | $4,234+6.3% | $4,027+11.7% |
| Admin fee / account holder | $1,792 | $4,493-60.1% | $5,420-66.9% | $5,403-66.8% |