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 | $93,704 | $64,707+44.8% | $112,228-16.5% | $68,494+36.8% |
| Participation rate | 78.9% | 67.2%+11.8pp | 75.1%+3.9pp | 67.9%+11.1pp |
| Annual return | -14.65% | -11.40%-3.2pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,689 | $2,746-38.5% | $3,635-53.5% | $2,596-35.0% |
| Participant deferral / active EE | $5,240 | $3,565+47.0% | $4,728+10.8% | $4,027+30.1% |
| Admin fee / account holder | $7,688 | $5,232+46.9% | $6,410+19.9% | $5,403+42.3% |