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 6-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 | $75,753 | $110,094-31.2% | $151,611-50.0% | $68,494+10.6% |
| Participation rate | 87.1% | 84.0%+3.1pp | 87.5%-0.4pp | 67.9%+19.2pp |
| Annual return | -15.80% | -10.12%-5.7pp | 3.33%-19.1pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,653 | $4,471+4.1% | $6,166-24.5% | $2,596+79.2% |
| Participant deferral / active EE | $8,675 | $6,527+32.9% | $8,363+3.7% | $4,027+115.4% |
| Admin fee / account holder | $2,805 | $7,719-63.7% | $11,616-75.9% | $5,403-48.1% |