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 | $88,207 | $81,900+7.7% | $119,609-26.3% | $68,494+28.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.06% | -23.82%+5.8pp | -14.97%-3.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,464 | $2,693+28.6% | $4,232-18.1% | $2,596+33.4% |
| Participant deferral / active EE | $3,400 | $4,148-18.0% | $5,602-39.3% | $4,027-15.6% |
| Admin fee / account holder | $1,908 | $6,582-71.0% | $10,323-81.5% | $5,403-64.7% |