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 | $98,851 | $81,900+20.7% | $119,609-17.4% | $68,494+44.3% |
| Participation rate | 73.0% | 71.9%+1.1pp | 79.3%-6.2pp | 67.9%+5.1pp |
| Annual return | -18.09% | -23.82%+5.7pp | -14.97%-3.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,836 | $2,693-31.8% | $4,232-56.6% | $2,596-29.3% |
| Participant deferral / active EE | $4,099 | $4,148-1.2% | $5,602-26.8% | $4,027+1.8% |
| Admin fee / account holder | $932 | $6,582-85.8% | $10,323-91.0% | $5,403-82.7% |