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 | $96,468 | $142,344-32.2% | $119,609-19.3% | $134,475-28.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -5.43% | -12.44%+7.0pp | -14.97%+9.5pp | 417.96%-423.4pp |
| Employer contribution / active EE | $1,826 | $5,222-65.0% | $4,232-56.8% | $4,740-61.5% |
| Participant deferral / active EE | $3,715 | $6,469-42.6% | $5,602-33.7% | $6,400-42.0% |
| Admin fee / account holder | $2,372 | $13,584-82.5% | $10,323-77.0% | $11,426-79.2% |