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 | $94,056 | $71,883+30.8% | $86,677+8.5% | $68,494+37.3% |
| Participation rate | 71.1% | 72.2%-1.2pp | 76.6%-5.5pp | 67.9%+3.2pp |
| Annual return | -11.22% | 3.52%-14.7pp | 35.91%-47.1pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,336 | $2,173-38.5% | $2,836-52.9% | $2,596-48.5% |
| Participant deferral / active EE | $3,827 | $3,779+1.3% | $4,656-17.8% | $4,027-5.0% |
| Admin fee / account holder | $8,711 | $6,112+42.5% | $7,493+16.3% | $5,403+61.2% |