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 7-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 | $40,155 | $167,484-76.0% | $151,611-73.5% | $134,475-70.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -11.45% | 7.80%-19.2pp | 3.33%-14.8pp | 417.96%-429.4pp |
| Employer contribution / active EE | $4,021 | $6,829-41.1% | $6,166-34.8% | $4,740-15.2% |
| Participant deferral / active EE | $8,209 | $8,986-8.6% | $8,363-1.8% | $6,400+28.3% |
| Admin fee / account holder | $355 | $13,783-97.4% | $11,616-96.9% | $11,426-96.9% |