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 9-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 | $33,354 | $167,307-80.1% | $143,757-76.8% | $134,475-75.2% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -18.76% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,032 | $5,619-46.0% | $4,951-38.8% | $4,740-36.0% |
| Participant deferral / active EE | $5,035 | $6,446-21.9% | $5,637-10.7% | $6,400-21.3% |
| Admin fee / account holder | $1,144 | $18,088-93.7% | $14,673-92.2% | $11,426-90.0% |