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 | $51,081 | $71,883-28.9% | $86,677-41.1% | $68,494-25.4% |
| Participation rate | 74.4% | 72.2%+2.1pp | 76.6%-2.2pp | 67.9%+6.5pp |
| Annual return | -14.13% | 3.52%-17.7pp | 35.91%-50.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,933 | $2,173+35.0% | $2,836+3.4% | $2,596+13.0% |
| Participant deferral / active EE | $5,598 | $3,779+48.1% | $4,656+20.2% | $4,027+39.0% |
| Admin fee / account holder | $6,143 | $6,112+0.5% | $7,493-18.0% | $5,403+13.7% |