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 | $72,781 | $42,894+69.7% | $60,874+19.6% | $68,494+6.3% |
| Participation rate | 80.0% | 66.8%+13.2pp | 73.1%+6.9pp | 67.9%+12.1pp |
| Annual return | -17.32% | -13.98%-3.3pp | 16.90%-34.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $995 | $1,978-49.7% | $2,701-63.2% | $2,596-61.7% |
| Participant deferral / active EE | $7,367 | $2,867+157.0% | $3,817+93.0% | $4,027+82.9% |
| Admin fee / account holder | $1,615 | $3,101-47.9% | $3,224-49.9% | $5,403-70.1% |