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 | $42,444 | $42,894-1.0% | $60,874-30.3% | $68,494-38.0% |
| Participation rate | 83.1% | 66.8%+16.3pp | 73.1%+10.0pp | 67.9%+15.2pp |
| Annual return | -13.09% | -13.98%+0.9pp | 16.90%-30.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,071 | $1,978-45.8% | $2,701-60.3% | $2,596-58.7% |
| Participant deferral / active EE | $2,690 | $2,867-6.2% | $3,817-29.5% | $4,027-33.2% |
| Admin fee / account holder | $2,918 | $3,101-5.9% | $3,224-9.5% | $5,403-46.0% |