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 | $45,913 | $53,162-13.6% | $91,220-49.7% | $68,494-33.0% |
| Participation rate | 76.9% | 63.2%+13.7pp | 73.2%+3.7pp | 67.9%+9.0pp |
| Annual return | -17.40% | -3.14%-14.3pp | 114.01%-131.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,606 | $1,709-6.0% | $2,850-43.6% | $2,596-38.1% |
| Participant deferral / active EE | $4,592 | $2,974+54.4% | $4,234+8.5% | $4,027+14.0% |
| Admin fee / account holder | $443 | $4,493-90.1% | $5,420-91.8% | $5,403-91.8% |