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 | $52,274 | $110,094-52.5% | $151,611-65.5% | $68,494-23.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.49% | -10.12%-6.4pp | 3.33%-19.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $5,296 | $4,471+18.5% | $6,166-14.1% | $2,596+104.0% |
| Participant deferral / active EE | $6,270 | $6,527-3.9% | $8,363-25.0% | $4,027+55.7% |
| Admin fee / account holder | $655 | $7,719-91.5% | $11,616-94.4% | $5,403-87.9% |