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 | $64,156 | $72,404-11.4% | $110,238-41.8% | $64,1860% |
| Participation rate | 95.1% | 73.3%+21.8pp | 79.8%+15.3pp | 69.6%+25.6pp |
| Annual return | -3.96% | -6.29%+2.3pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $622 | $2,282-72.7% | $3,826-83.7% | $2,381-73.9% |
| Participant deferral / active EE | $7,678 | $3,469+121.3% | $4,672+64.3% | $3,470+121.3% |
| Admin fee / account holder | $7,350 | $5,664+29.8% | $8,547-14.0% | $4,888+50.4% |