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 | $91,455 | $76,912+18.9% | $129,110-29.2% | $68,494+33.5% |
| Participation rate | 83.7% | 69.1%+14.5pp | 77.3%+6.4pp | 67.9%+15.8pp |
| Annual return | -10.75% | -9.78%-1.0pp | -10.94%+0.2pp | -7.84%-2.9pp |
| Employer contribution / active EE | $2,036 | $3,243-37.2% | $5,052-59.7% | $2,596-21.6% |
| Participant deferral / active EE | $2,954 | $4,732-37.6% | $6,542-54.8% | $4,027-26.6% |
| Admin fee / account holder | $9,858 | $6,638+48.5% | $14,302-31.1% | $5,403+82.5% |