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 8-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 | $121,192 | $167,484-27.6% | $151,611-20.1% | $134,475-9.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -20.69% | 7.80%-28.5pp | 3.33%-24.0pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,985 | $6,829-41.7% | $6,166-35.4% | $4,740-15.9% |
| Participant deferral / active EE | $14,464 | $8,986+61.0% | $8,363+72.9% | $6,400+126.0% |
| Admin fee / account holder | $8,874 | $13,783-35.6% | $11,616-23.6% | $11,426-22.3% |