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 | $72,493 | $81,900-11.5% | $119,609-39.4% | $68,494+5.8% |
| Participation rate | 73.1% | 71.9%+1.2pp | 79.3%-6.2pp | 67.9%+5.2pp |
| Annual return | -17.44% | -23.82%+6.4pp | -14.97%-2.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $4,241 | $2,693+57.4% | $4,232+0.2% | $2,596+63.3% |
| Participant deferral / active EE | $9,231 | $4,148+122.6% | $5,602+64.8% | $4,027+129.2% |
| Admin fee / account holder | $6,516 | $6,582-1.0% | $10,323-36.9% | $5,403+20.6% |