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 | $66,832 | $73,004-8.5% | $90,749-26.4% | $68,494-2.4% |
| Participation rate | 92.6% | 70.8%+21.8pp | 75.7%+16.9pp | 67.9%+24.7pp |
| Annual return | -13.61% | -13.81%+0.2pp | -12.16%-1.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $4,968 | $2,193+126.5% | $2,921+70.1% | $2,596+91.3% |
| Participant deferral / active EE | $11,893 | $3,627+227.9% | $4,564+160.6% | $4,027+195.3% |
| Admin fee / account holder | $1,621 | $5,896-72.5% | $8,445-80.8% | $5,403-70.0% |