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 | $56,835 | $59,805-5.0% | $79,550-28.6% | $68,494-17.0% |
| Participation rate | 89.4% | 61.1%+28.3pp | 69.5%+19.9pp | 67.9%+21.5pp |
| Annual return | -16.37% | -12.30%-4.1pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,777 | $1,505+84.5% | $2,413+15.1% | $2,596+7.0% |
| Participant deferral / active EE | $5,826 | $3,024+92.6% | $3,985+46.2% | $4,027+44.7% |
| Admin fee / account holder | $967 | $4,835-80.0% | $6,832-85.8% | $5,403-82.1% |