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 | $57,496 | $142,344-59.6% | $119,609-51.9% | $134,475-57.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.86% | -12.44%+13.3pp | -14.97%+15.8pp | 417.96%-417.1pp |
| Employer contribution / active EE | $3,686 | $5,222-29.4% | $4,232-12.9% | $4,740-22.2% |
| Participant deferral / active EE | $7,190 | $6,469+11.1% | $5,602+28.3% | $6,400+12.3% |
| Admin fee / account holder | $669 | $13,584-95.1% | $10,323-93.5% | $11,426-94.1% |