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 | $74,239 | $167,307-55.6% | $143,757-48.4% | $134,475-44.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -9.49% | 0.46%-9.9pp | -0.04%-9.4pp | 417.96%-427.5pp |
| Employer contribution / active EE | $2,875 | $5,619-48.8% | $4,951-41.9% | $4,740-39.3% |
| Participant deferral / active EE | $8,180 | $6,446+26.9% | $5,637+45.1% | $6,400+27.8% |
| Admin fee / account holder | $426 | $18,088-97.6% | $14,673-97.1% | $11,426-96.3% |