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 | $137,303 | $81,900+67.6% | $119,609+14.8% | $68,494+100.5% |
| Participation rate | 83.3% | 71.9%+11.4pp | 79.3%+4.1pp | 67.9%+15.4pp |
| Annual return | -13.46% | -23.82%+10.4pp | -14.97%+1.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,740 | $2,693-35.4% | $4,232-58.9% | $2,596-33.0% |
| Participant deferral / active EE | $6,455 | $4,148+55.6% | $5,602+15.2% | $4,027+60.3% |
| Admin fee / account holder | $24,715 | $6,582+275.5% | $10,323+139.4% | $5,403+357.5% |