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 | $72,148 | $62,586+15.3% | $76,768-6.0% | $64,186+12.4% |
| Participation rate | 71.7% | 72.8%-1.1pp | 77.0%-5.2pp | 69.6%+2.2pp |
| Annual return | -7.41% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $659 | $1,832-64.0% | $2,485-73.5% | $2,381-72.3% |
| Participant deferral / active EE | $5,066 | $3,145+61.1% | $3,852+31.5% | $3,470+46.0% |
| Admin fee / account holder | $6,494 | $4,667+39.2% | $6,675-2.7% | $4,888+32.9% |