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 | $69,783 | $64,707+7.8% | $112,228-37.8% | $68,494+1.9% |
| Participation rate | 78.9% | 67.2%+11.8pp | 75.1%+3.9pp | 67.9%+11.1pp |
| Annual return | -15.85% | -11.40%-4.4pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,747 | $2,746+36.5% | $3,635+3.1% | $2,596+44.3% |
| Participant deferral / active EE | $5,455 | $3,565+53.0% | $4,728+15.4% | $4,027+35.5% |
| Admin fee / account holder | $4,041 | $5,232-22.8% | $6,410-37.0% | $5,403-25.2% |