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 | $118,154 | $81,900+44.3% | $119,609-1.2% | $68,494+72.5% |
| Participation rate | 78.3% | 71.9%+6.4pp | 79.3%-1.0pp | 67.9%+10.4pp |
| Annual return | -15.09% | -23.82%+8.7pp | -14.97%-0.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,113 | $2,693-21.5% | $4,232-50.1% | $2,596-18.6% |
| Participant deferral / active EE | $4,289 | $4,148+3.4% | $5,602-23.4% | $4,027+6.5% |
| Admin fee / account holder | $11,144 | $6,582+69.3% | $10,323+7.9% | $5,403+106.3% |