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 | $111,208 | $81,900+35.8% | $119,609-7.0% | $68,494+62.4% |
| Participation rate | 83.3% | 71.9%+11.4pp | 79.3%+4.1pp | 67.9%+15.4pp |
| Annual return | -15.26% | -23.82%+8.6pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,618 | $2,693+34.3% | $4,232-14.5% | $2,596+39.4% |
| Participant deferral / active EE | $6,462 | $4,148+55.8% | $5,602+15.3% | $4,027+60.5% |
| Admin fee / account holder | $8,396 | $6,582+27.6% | $10,323-18.7% | $5,403+55.4% |