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 6-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 | $57,357 | $57,3540% | $83,848-31.6% | $64,186-10.6% |
| Participation rate | 72.9% | 68.6%+4.3pp | 76.1%-3.2pp | 69.6%+3.3pp |
| Annual return | -4.69% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $915 | $2,545-64.0% | $3,631-74.8% | $2,381-61.5% |
| Participant deferral / active EE | $3,201 | $2,993+7.0% | $4,082-21.6% | $3,470-7.7% |
| Admin fee / account holder | $3,771 | $4,046-6.8% | $5,478-31.2% | $4,888-22.8% |