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 | $28,891 | $64,707-55.4% | $112,228-74.3% | $68,494-57.8% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -4.98% | -11.40%+6.4pp | 27.45%-32.4pp | -7.84%+2.9pp |
| Employer contribution / active EE | $2,537 | $2,746-7.6% | $3,635-30.2% | $2,596-2.3% |
| Participant deferral / active EE | $8,308 | $3,565+133.1% | $4,728+75.7% | $4,027+106.3% |
| Admin fee / account holder | $2,067 | $5,232-60.5% | $6,410-67.8% | $5,403-61.7% |