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 8-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 | $63,062 | $81,900-23.0% | $119,609-47.3% | $68,494-7.9% |
| Participation rate | 83.9% | 71.9%+12.0pp | 79.3%+4.6pp | 67.9%+16.0pp |
| Annual return | -17.51% | -23.82%+6.3pp | -14.97%-2.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,251 | $2,693-16.4% | $4,232-46.8% | $2,596-13.3% |
| Participant deferral / active EE | $3,450 | $4,148-16.8% | $5,602-38.4% | $4,027-14.3% |
| Admin fee / account holder | $1,009 | $6,582-84.7% | $10,323-90.2% | $5,403-81.3% |