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 | $68,850 | $50,958+35.1% | $74,550-7.6% | $64,186+7.3% |
| Participation rate | 77.4% | 61.1%+16.3pp | 69.1%+8.2pp | 69.6%+7.8pp |
| Annual return | -4.01% | -1.86%-2.2pp | 32.53%-36.5pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,450 | $1,115+30.0% | $1,961-26.0% | $2,381-39.1% |
| Participant deferral / active EE | $3,750 | $2,301+63.0% | $3,108+20.7% | $3,470+8.1% |
| Admin fee / account holder | $1,290 | $4,223-69.4% | $5,060-74.5% | $4,888-73.6% |