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 | $84,599 | $81,900+3.3% | $119,609-29.3% | $68,494+23.5% |
| Participation rate | 93.3% | 71.9%+21.4pp | 79.3%+14.1pp | 67.9%+25.4pp |
| Annual return | -14.98% | -23.82%+8.8pp | -14.97%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,826 | $2,693+42.1% | $4,232-9.6% | $2,596+47.4% |
| Participant deferral / active EE | $5,468 | $4,148+31.8% | $5,602-2.4% | $4,027+35.8% |
| Admin fee / account holder | $7,687 | $6,582+16.8% | $10,323-25.5% | $5,403+42.3% |