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 | $95,283 | $81,900+16.3% | $119,609-20.3% | $68,494+39.1% |
| Participation rate | 72.4% | 71.9%+0.5pp | 79.3%-6.8pp | 67.9%+4.5pp |
| Annual return | -11.91% | -23.82%+11.9pp | -14.97%+3.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $2,098 | $2,693-22.1% | $4,232-50.4% | $2,596-19.2% |
| Participant deferral / active EE | $4,764 | $4,148+14.9% | $5,602-15.0% | $4,027+18.3% |
| Admin fee / account holder | $1,318 | $6,582-80.0% | $10,323-87.2% | $5,403-75.6% |