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 5-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 | $110,881 | $142,344-22.1% | $119,609-7.3% | $134,475-17.5% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -16.56% | -12.44%-4.1pp | -14.97%-1.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,080 | $5,222-60.2% | $4,232-50.9% | $4,740-56.1% |
| Participant deferral / active EE | $3,063 | $6,469-52.6% | $5,602-45.3% | $6,400-52.1% |
| Admin fee / account holder | $7,083 | $13,584-47.9% | $10,323-31.4% | $11,426-38.0% |