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 | $80,999 | $59,805+35.4% | $79,550+1.8% | $68,494+18.3% |
| Participation rate | 70.2% | 61.1%+9.1pp | 69.5%+0.7pp | 67.9%+2.3pp |
| Annual return | -15.14% | -12.30%-2.8pp | 0.16%-15.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,256 | $1,505-16.6% | $2,413-48.0% | $2,596-51.6% |
| Participant deferral / active EE | $4,323 | $3,024+42.9% | $3,985+8.5% | $4,027+7.3% |
| Admin fee / account holder | $2,461 | $4,835-49.1% | $6,832-64.0% | $5,403-54.4% |