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 | $75,898 | $73,867+2.7% | $143,757-47.2% | $68,494+10.8% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -18.59% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,418 | $3,184-24.1% | $4,951-51.2% | $2,596-6.9% |
| Participant deferral / active EE | $4,393 | $3,384+29.8% | $5,637-22.1% | $4,027+9.1% |
| Admin fee / account holder | $856 | $5,755-85.1% | $14,673-94.2% | $5,403-84.2% |