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 9-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 | $74,001 | $100,754-26.6% | $86,677-14.6% | $134,475-45.0% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -12.87% | 29.04%-41.9pp | 35.91%-48.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,039 | $3,489-41.6% | $2,836-28.1% | $4,740-57.0% |
| Participant deferral / active EE | $3,826 | $5,338-28.3% | $4,656-17.8% | $6,400-40.2% |
| Admin fee / account holder | $4,331 | $10,926-60.4% | $7,493-42.2% | $11,426-62.1% |