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 8-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 | $52,640 | $73,004-27.9% | $90,749-42.0% | $68,494-23.1% |
| Participation rate | 81.6% | 70.8%+10.7pp | 75.7%+5.9pp | 67.9%+13.7pp |
| Annual return | 0.43% | -13.81%+14.2pp | -12.16%+12.6pp | -7.84%+8.3pp |
| Employer contribution / active EE | $6,621 | $2,193+201.9% | $2,921+126.7% | $2,596+155.0% |
| Participant deferral / active EE | $12,527 | $3,627+245.4% | $4,564+174.5% | $4,027+211.1% |
| Admin fee / account holder | $5,477 | $5,896-7.1% | $8,445-35.1% | $5,403+1.4% |