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 | $81,223 | $71,883+13.0% | $86,677-6.3% | $68,494+18.6% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -15.54% | 3.52%-19.1pp | 35.91%-51.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,406 | $2,173-35.3% | $2,836-50.4% | $2,596-45.9% |
| Participant deferral / active EE | $2,117 | $3,779-44.0% | $4,656-54.5% | $4,027-47.4% |
| Admin fee / account holder | $1,469 | $6,112-76.0% | $7,493-80.4% | $5,403-72.8% |