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 7-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 | $64,880 | $71,883-9.7% | $86,677-25.1% | $68,494-5.3% |
| Participation rate | 84.4% | 72.2%+12.2pp | 76.6%+7.9pp | 67.9%+16.6pp |
| Annual return | -16.73% | 3.52%-20.3pp | 35.91%-52.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $963 | $2,173-55.7% | $2,836-66.0% | $2,596-62.9% |
| Participant deferral / active EE | $2,337 | $3,779-38.1% | $4,656-49.8% | $4,027-42.0% |
| Admin fee / account holder | $4,065 | $6,112-33.5% | $7,493-45.7% | $5,403-24.8% |