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 4-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 | $55,995 | $65,435-14.4% | $86,677-35.4% | $66,914-16.3% |
| Participation rate | 79.4% | 75.5%+4.0pp | 76.6%+2.8pp | 69.8%+9.6pp |
| Annual return | -17.86% | -10.89%-7.0pp | 35.91%-53.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,951 | $2,153-9.4% | $2,836-31.2% | $2,544-23.3% |
| Participant deferral / active EE | $4,063 | $4,100-0.9% | $4,656-12.7% | $4,237-4.1% |
| Admin fee / account holder | $7,494 | $642+1068.1% | $7,4930% | $593+1163.2% |