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 | $79,942 | $71,883+11.2% | $86,677-7.8% | $68,494+16.7% |
| Participation rate | 91.4% | 72.2%+19.2pp | 76.6%+14.9pp | 67.9%+23.5pp |
| Annual return | -12.56% | 3.52%-16.1pp | 35.91%-48.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,076 | $2,173-50.5% | $2,836-62.1% | $2,596-58.6% |
| Participant deferral / active EE | $3,713 | $3,779-1.7% | $4,656-20.2% | $4,027-7.8% |
| Admin fee / account holder | $9,188 | $6,112+50.3% | $7,493+22.6% | $5,403+70.1% |