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 | $72,402 | $71,883+0.7% | $86,677-16.5% | $68,494+5.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.31% | 3.52%-21.8pp | 35.91%-54.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,516 | $2,173+15.8% | $2,836-11.3% | $2,596-3.1% |
| Participant deferral / active EE | $4,790 | $3,779+26.8% | $4,656+2.9% | $4,027+18.9% |
| Admin fee / account holder | $3,814 | $6,112-37.6% | $7,493-49.1% | $5,403-29.4% |