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 | $75,972 | $71,883+5.7% | $86,677-12.3% | $68,494+10.9% |
| Participation rate | 82.4% | 72.2%+10.1pp | 76.6%+5.8pp | 67.9%+14.5pp |
| Annual return | -15.02% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,581 | $2,173-27.2% | $2,836-44.3% | $2,596-39.1% |
| Participant deferral / active EE | $3,402 | $3,779-10.0% | $4,656-26.9% | $4,027-15.5% |
| Admin fee / account holder | $4,108 | $6,112-32.8% | $7,493-45.2% | $5,403-24.0% |