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 | $50,380 | $81,900-38.5% | $119,609-57.9% | $68,494-26.4% |
| Participation rate | 88.0% | 71.9%+16.1pp | 79.3%+8.7pp | 67.9%+20.1pp |
| Annual return | -16.30% | -23.82%+7.5pp | -14.97%-1.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,964 | $2,693+10.0% | $4,232-30.0% | $2,596+14.1% |
| Participant deferral / active EE | $6,158 | $4,148+48.5% | $5,602+9.9% | $4,027+52.9% |
| Admin fee / account holder | $3,738 | $6,582-43.2% | $10,323-63.8% | $5,403-30.8% |