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 | $71,949 | $81,900-12.2% | $119,609-39.8% | $68,494+5.0% |
| Participation rate | 97.8% | 71.9%+25.9pp | 79.3%+18.5pp | 67.9%+29.9pp |
| Annual return | -17.11% | -23.82%+6.7pp | -14.97%-2.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,311 | $2,693+60.1% | $4,232+1.9% | $2,596+66.0% |
| Participant deferral / active EE | $12,047 | $4,148+190.4% | $5,602+115.0% | $4,027+199.1% |
| Admin fee / account holder | $3,192 | $6,582-51.5% | $10,323-69.1% | $5,403-40.9% |