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 | $87,492 | $81,900+6.8% | $119,609-26.9% | $68,494+27.7% |
| Participation rate | 82.5% | 71.9%+10.6pp | 79.3%+3.2pp | 67.9%+14.6pp |
| Annual return | -15.82% | -23.82%+8.0pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,380 | $2,693+25.5% | $4,232-20.1% | $2,596+30.2% |
| Participant deferral / active EE | $5,729 | $4,148+38.1% | $5,602+2.3% | $4,027+42.3% |
| Admin fee / account holder | $6,796 | $6,582+3.3% | $10,323-34.2% | $5,403+25.8% |