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 10-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 | $41,649 | $81,900-49.1% | $119,609-65.2% | $68,494-39.2% |
| Participation rate | 98.0% | 71.9%+26.1pp | 79.3%+18.7pp | 67.9%+30.1pp |
| Annual return | -12.41% | -23.82%+11.4pp | -14.97%+2.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $7,310 | $2,693+171.4% | $4,232+72.7% | $2,596+181.5% |
| Participant deferral / active EE | $3,613 | $4,148-12.9% | $5,602-35.5% | $4,027-10.3% |
| Admin fee / account holder | $21,860 | $6,582+232.1% | $10,323+111.8% | $5,403+304.6% |