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 | $70,563 | $50,958+38.5% | $74,550-5.3% | $64,186+9.9% |
| Participation rate | 71.8% | 61.1%+10.7pp | 69.1%+2.7pp | 69.6%+2.2pp |
| Annual return | -6.61% | -1.86%-4.8pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,392 | $1,115+24.8% | $1,961-29.0% | $2,381-41.5% |
| Participant deferral / active EE | $3,083 | $2,301+34.0% | $3,108-0.8% | $3,470-11.1% |
| Admin fee / account holder | $13,618 | $4,223+222.5% | $5,060+169.1% | $4,888+178.6% |