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 | $46,124 | $42,894+7.5% | $60,874-24.2% | $68,494-32.7% |
| Participation rate | 75.0% | 66.8%+8.2pp | 73.1%+1.9pp | 67.9%+7.1pp |
| Annual return | -7.53% | -13.98%+6.4pp | 16.90%-24.4pp | -7.84%+0.3pp |
| Employer contribution / active EE | $3,300 | $1,978+66.8% | $2,701+22.1% | $2,596+27.1% |
| Participant deferral / active EE | $7,452 | $2,867+159.9% | $3,817+95.2% | $4,027+85.0% |
| Admin fee / account holder | $2,480 | $3,101-20.0% | $3,224-23.1% | $5,403-54.1% |