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 | $69,763 | $110,094-36.6% | $151,611-54.0% | $68,494+1.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | -1.60% | -10.12%+8.5pp | 3.33%-4.9pp | -7.84%+6.2pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,461 | $6,527+44.9% | $8,363+13.1% | $4,027+134.9% |
| Admin fee / account holder | $5,225 | $7,719-32.3% | $11,616-55.0% | $5,403-3.3% |