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 | $112,283 | $81,900+37.1% | $119,609-6.1% | $68,494+63.9% |
| Participation rate | 79.3% | 71.9%+7.4pp | 79.3%+0.1pp | 67.9%+11.4pp |
| Annual return | -13.38% | -23.82%+10.4pp | -14.97%+1.6pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,934 | $2,693+8.9% | $4,232-30.7% | $2,596+13.0% |
| Participant deferral / active EE | $5,532 | $4,148+33.4% | $5,602-1.2% | $4,027+37.4% |
| Admin fee / account holder | $5,710 | $6,582-13.2% | $10,323-44.7% | $5,403+5.7% |