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 | $93,352 | $142,344-34.4% | $119,609-22.0% | $134,475-30.6% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -16.44% | -12.44%-4.0pp | -14.97%-1.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $4,634 | $5,222-11.3% | $4,232+9.5% | $4,740-2.2% |
| Participant deferral / active EE | $9,411 | $6,469+45.5% | $5,602+68.0% | $6,400+47.0% |
| Admin fee / account holder | $5,748 | $13,584-57.7% | $10,323-44.3% | $11,426-49.7% |