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 | $52,696 | $81,900-35.7% | $119,609-55.9% | $68,494-23.1% |
| Participation rate | 89.3% | 71.9%+17.4pp | 79.3%+10.0pp | 67.9%+21.4pp |
| Annual return | -12.76% | -23.82%+11.1pp | -14.97%+2.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,588 | $2,693-3.9% | $4,232-38.8% | $2,596-0.3% |
| Participant deferral / active EE | $6,207 | $4,148+49.7% | $5,602+10.8% | $4,027+54.1% |
| Admin fee / account holder | $11,262 | $6,582+71.1% | $10,323+9.1% | $5,403+108.4% |