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 | $31,269 | $73,867-57.7% | $143,757-78.2% | $68,494-54.3% |
| Participation rate | 75.4% | 66.7%+8.8pp | 80.3%-4.9pp | 67.9%+7.6pp |
| Annual return | -18.85% | 1.01%-19.9pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $5,825 | $3,184+82.9% | $4,951+17.7% | $2,596+124.4% |
| Participant deferral / active EE | $9,908 | $3,384+192.8% | $5,637+75.8% | $4,027+146.0% |
| Admin fee / account holder | $3,830 | $5,755-33.5% | $14,673-73.9% | $5,403-29.1% |