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 | $74,927 | $73,004+2.6% | $90,749-17.4% | $68,494+9.4% |
| Participation rate | 77.2% | 70.8%+6.4pp | 75.7%+1.5pp | 67.9%+9.3pp |
| Annual return | -16.97% | -13.81%-3.2pp | -12.16%-4.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,329 | $2,193+6.2% | $2,921-20.3% | $2,596-10.3% |
| Participant deferral / active EE | $5,908 | $3,627+62.9% | $4,564+29.4% | $4,027+46.7% |
| Admin fee / account holder | $4,597 | $5,896-22.0% | $8,445-45.6% | $5,403-14.9% |