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 | $58,227 | $56,357+3.3% | $104,294-44.2% | $68,494-15.0% |
| Participation rate | 90.0% | 63.3%+26.7pp | 73.3%+16.7pp | 67.9%+22.1pp |
| Annual return | -16.35% | -9.19%-7.2pp | 24.61%-41.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,316 | $1,960-32.9% | $3,372-61.0% | $2,596-49.3% |
| Participant deferral / active EE | $6,276 | $3,077+104.0% | $4,625+35.7% | $4,027+55.8% |
| Admin fee / account holder | $1,200 | $4,903-75.5% | $7,339-83.7% | $5,403-77.8% |