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 | $53,292 | $81,900-34.9% | $119,609-55.4% | $68,494-22.2% |
| Participation rate | 98.5% | 71.9%+26.6pp | 79.3%+19.2pp | 67.9%+30.6pp |
| Annual return | -9.76% | -23.82%+14.1pp | -14.97%+5.2pp | -7.84%-1.9pp |
| Employer contribution / active EE | $1,617 | $2,693-40.0% | $4,232-61.8% | $2,596-37.7% |
| Participant deferral / active EE | $2,874 | $4,148-30.7% | $5,602-48.7% | $4,027-28.6% |
| Admin fee / account holder | $2,972 | $6,582-54.8% | $10,323-71.2% | $5,403-45.0% |