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 9-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 | $54,444 | $42,894+26.9% | $60,874-10.6% | $68,494-20.5% |
| Participation rate | 75.6% | 66.8%+8.8pp | 73.1%+2.4pp | 67.9%+7.7pp |
| Annual return | -15.58% | -13.98%-1.6pp | 16.90%-32.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,109 | $1,978+6.6% | $2,701-21.9% | $2,596-18.8% |
| Participant deferral / active EE | $4,712 | $2,867+64.4% | $3,817+23.4% | $4,027+17.0% |
| Admin fee / account holder | $2,414 | $3,101-22.1% | $3,224-25.1% | $5,403-55.3% |