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 | $50,250 | $48,265+4.1% | $68,791-27.0% | $68,494-26.6% |
| Participation rate | 73.4% | 60.7%+12.7pp | 69.0%+4.4pp | 67.9%+5.5pp |
| Annual return | -18.89% | -12.71%-6.2pp | -6.38%-12.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $753 | $1,829-58.8% | $2,655-71.6% | $2,596-71.0% |
| Participant deferral / active EE | $4,159 | $2,867+45.1% | $3,941+5.5% | $4,027+3.3% |
| Admin fee / account holder | $12,300 | $4,355+182.4% | $4,932+149.4% | $5,403+127.7% |