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 | $38,364 | $127,386-69.9% | $115,037-66.7% | $125,391-69.4% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -0.60% | 31.28%-31.9pp | 26.14%-26.7pp | 282.22%-282.8pp |
| Employer contribution / active EE | $2,770 | $5,166-46.4% | $4,608-39.9% | $4,866-43.1% |
| Participant deferral / active EE | $4,050 | $6,423-36.9% | $6,026-32.8% | $5,352-24.3% |
| Admin fee / account holder | $21,182 | $9,516+122.6% | $8,175+159.1% | $9,540+122.0% |