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 6-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 | $80,742 | $110,094-26.7% | $151,611-46.7% | $68,494+17.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.38% | -10.12%-8.3pp | 3.33%-21.7pp | -7.84%-10.5pp |
| Employer contribution / active EE | $10,489 | $4,471+134.6% | $6,166+70.1% | $2,596+304.0% |
| Participant deferral / active EE | $7,691 | $6,527+17.8% | $8,363-8.0% | $4,027+91.0% |
| Admin fee / account holder | $2,197 | $7,719-71.5% | $11,616-81.1% | $5,403-59.3% |