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 | $63,673 | $73,004-12.8% | $90,749-29.8% | $68,494-7.0% |
| Participation rate | 75.9% | 70.8%+5.0pp | 75.7%+0.2pp | 67.9%+8.0pp |
| Annual return | -18.52% | -13.81%-4.7pp | -12.16%-6.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,060 | $2,193-6.0% | $2,921-29.5% | $2,596-20.6% |
| Participant deferral / active EE | $4,527 | $3,627+24.8% | $4,564-0.8% | $4,027+12.4% |
| Admin fee / account holder | $3,250 | $5,896-44.9% | $8,445-61.5% | $5,403-39.8% |