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 | $71,159 | $72,404-1.7% | $110,238-35.4% | $64,186+10.9% |
| Participation rate | 82.4% | 73.3%+9.0pp | 79.8%+2.5pp | 69.6%+12.8pp |
| Annual return | -2.31% | -6.29%+4.0pp | 314.74%-317.0pp | 7.63%-9.9pp |
| Employer contribution / active EE | $3,251 | $2,282+42.5% | $3,826-15.0% | $2,381+36.5% |
| Participant deferral / active EE | $3,582 | $3,469+3.2% | $4,672-23.3% | $3,470+3.2% |
| Admin fee / account holder | $14,780 | $5,664+160.9% | $8,547+72.9% | $4,888+202.4% |