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 | $75,319 | $77,813-3.2% | $123,544-39.0% | $64,186+17.3% |
| Participation rate | 87.7% | 74.7%+13.0pp | 82.3%+5.4pp | 69.6%+18.2pp |
| Annual return | -6.60% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,030 | $3,014+0.5% | $4,628-34.5% | $2,381+27.3% |
| Participant deferral / active EE | $7,819 | $5,240+49.2% | $6,426+21.7% | $3,470+125.3% |
| Admin fee / account holder | $9,163 | $5,519+66.0% | $9,284-1.3% | $4,888+87.5% |