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 | $31,175 | $81,900-61.9% | $119,609-73.9% | $68,494-54.5% |
| Participation rate | 97.0% | 71.9%+25.1pp | 79.3%+17.7pp | 67.9%+29.1pp |
| Annual return | -15.20% | -23.82%+8.6pp | -14.97%-0.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,515 | $2,693+30.5% | $4,232-16.9% | $2,596+35.4% |
| Participant deferral / active EE | $5,642 | $4,148+36.0% | $5,602+0.7% | $4,027+40.1% |
| Admin fee / account holder | $584 | $6,582-91.1% | $10,323-94.3% | $5,403-89.2% |