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 | $76,435 | $62,586+22.1% | $76,768-0.4% | $64,186+19.1% |
| Participation rate | 85.9% | 72.8%+13.1pp | 77.0%+9.0pp | 69.6%+16.4pp |
| Annual return | -7.42% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,364 | $1,832-25.6% | $2,485-45.1% | $2,381-42.7% |
| Participant deferral / active EE | $3,312 | $3,145+5.3% | $3,852-14.0% | $3,470-4.5% |
| Admin fee / account holder | $991 | $4,667-78.8% | $6,675-85.1% | $4,888-79.7% |