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 | $52,420 | $81,900-36.0% | $119,609-56.2% | $68,494-23.5% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.2pp | 67.9%+28.5pp |
| Annual return | -14.18% | -23.82%+9.6pp | -14.97%+0.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,353 | $2,693-49.8% | $4,232-68.0% | $2,596-47.9% |
| Participant deferral / active EE | $2,926 | $4,148-29.4% | $5,602-47.8% | $4,027-27.3% |
| Admin fee / account holder | $2,694 | $6,582-59.1% | $10,323-73.9% | $5,403-50.1% |