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 | $61,644 | $48,265+27.7% | $68,791-10.4% | $68,494-10.0% |
| Participation rate | 78.0% | 60.7%+17.4pp | 69.0%+9.0pp | 67.9%+10.2pp |
| Annual return | -14.80% | -12.71%-2.1pp | -6.38%-8.4pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,556 | $1,829-14.9% | $2,655-41.4% | $2,596-40.1% |
| Participant deferral / active EE | $4,772 | $2,867+66.5% | $3,941+21.1% | $4,027+18.5% |
| Admin fee / account holder | $316 | $4,355-92.7% | $4,932-93.6% | $5,403-94.2% |