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 | $72,053 | $59,805+20.5% | $79,550-9.4% | $68,494+5.2% |
| Participation rate | 97.4% | 61.1%+36.3pp | 69.5%+27.9pp | 67.9%+29.5pp |
| Annual return | -10.30% | -12.30%+2.0pp | 0.16%-10.5pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,332 | $1,505-11.5% | $2,413-44.8% | $2,596-48.7% |
| Participant deferral / active EE | $4,519 | $3,024+49.4% | $3,985+13.4% | $4,027+12.2% |
| Admin fee / account holder | $2,176 | $4,835-55.0% | $6,832-68.1% | $5,403-59.7% |