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 | $63,244 | $64,707-2.3% | $112,228-43.6% | $68,494-7.7% |
| Participation rate | 70.9% | 67.2%+3.8pp | 75.1%-4.2pp | 67.9%+3.0pp |
| Annual return | -12.06% | -11.40%-0.7pp | 27.45%-39.5pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,868 | $2,746-32.0% | $3,635-48.6% | $2,596-28.0% |
| Participant deferral / active EE | $3,983 | $3,565+11.7% | $4,728-15.7% | $4,027-1.1% |
| Admin fee / account holder | $3,179 | $5,232-39.2% | $6,410-50.4% | $5,403-41.2% |