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 | $58,102 | $53,162+9.3% | $91,220-36.3% | $68,494-15.2% |
| Participation rate | 89.3% | 63.2%+26.1pp | 73.2%+16.1pp | 67.9%+21.4pp |
| Annual return | -13.31% | -3.14%-10.2pp | 114.01%-127.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $963 | $1,709-43.6% | $2,850-66.2% | $2,596-62.9% |
| Participant deferral / active EE | $2,827 | $2,974-4.9% | $4,234-33.2% | $4,027-29.8% |
| Admin fee / account holder | $411 | $4,493-90.9% | $5,420-92.4% | $5,403-92.4% |