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 | $58,789 | $142,344-58.7% | $119,609-50.8% | $134,475-56.3% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -14.60% | -12.44%-2.2pp | -14.97%+0.4pp | 417.96%-432.6pp |
| Employer contribution / active EE | $5,208 | $5,222-0.3% | $4,232+23.1% | $4,740+9.9% |
| Participant deferral / active EE | $2,065 | $6,469-68.1% | $5,602-63.1% | $6,400-67.7% |
| Admin fee / account holder | $3,154 | $13,584-76.8% | $10,323-69.4% | $11,426-72.4% |