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 | $72,155 | $76,912-6.2% | $129,110-44.1% | $68,494+5.3% |
| Participation rate | 81.3% | 69.1%+12.1pp | 77.3%+4.0pp | 67.9%+13.4pp |
| Annual return | -17.23% | -9.78%-7.5pp | -10.94%-6.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,229 | $3,243-31.3% | $5,052-55.9% | $2,596-14.2% |
| Participant deferral / active EE | $4,841 | $4,732+2.3% | $6,542-26.0% | $4,027+20.2% |
| Admin fee / account holder | $13,407 | $6,638+102.0% | $14,302-6.3% | $5,403+148.2% |