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 | $54,984 | $73,004-24.7% | $90,749-39.4% | $68,494-19.7% |
| Participation rate | 79.5% | 70.8%+8.7pp | 75.7%+3.9pp | 67.9%+11.7pp |
| Annual return | -14.31% | -13.81%-0.5pp | -12.16%-2.1pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,334 | $2,193-39.2% | $2,921-54.3% | $2,596-48.6% |
| Participant deferral / active EE | $3,328 | $3,627-8.2% | $4,564-27.1% | $4,027-17.4% |
| Admin fee / account holder | $970 | $5,896-83.6% | $8,445-88.5% | $5,403-82.1% |