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 | $86,605 | $56,357+53.7% | $104,294-17.0% | $68,494+26.4% |
| Participation rate | 96.9% | 63.3%+33.6pp | 73.3%+23.6pp | 67.9%+29.0pp |
| Annual return | -15.00% | -9.19%-5.8pp | 24.61%-39.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,421 | $1,960+23.5% | $3,372-28.2% | $2,596-6.7% |
| Participant deferral / active EE | $3,249 | $3,077+5.6% | $4,625-29.7% | $4,027-19.3% |
| Admin fee / account holder | $1,917 | $4,903-60.9% | $7,339-73.9% | $5,403-64.5% |