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 8-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 | $73,377 | $71,883+2.1% | $86,677-15.3% | $68,494+7.1% |
| Participation rate | 96.9% | 72.2%+24.6pp | 76.6%+20.3pp | 67.9%+29.0pp |
| Annual return | -10.86% | 3.52%-14.4pp | 35.91%-46.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,796 | $2,173-17.4% | $2,836-36.7% | $2,596-30.8% |
| Participant deferral / active EE | $2,359 | $3,779-37.6% | $4,656-49.3% | $4,027-41.4% |
| Admin fee / account holder | $3,113 | $6,112-49.1% | $7,493-58.5% | $5,403-42.4% |