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 | $67,138 | $73,004-8.0% | $90,749-26.0% | $68,494-2.0% |
| Participation rate | 96.2% | 70.8%+25.3pp | 75.7%+20.5pp | 67.9%+28.3pp |
| Annual return | -14.51% | -13.81%-0.7pp | -12.16%-2.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $656 | $2,193-70.1% | $2,921-77.5% | $2,596-74.7% |
| Participant deferral / active EE | $6,440 | $3,627+77.6% | $4,564+41.1% | $4,027+59.9% |
| Admin fee / account holder | $9,851 | $5,896+67.1% | $8,445+16.7% | $5,403+82.3% |