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 | $83,977 | $81,900+2.5% | $119,609-29.8% | $68,494+22.6% |
| Participation rate | 86.8% | 71.9%+14.9pp | 79.3%+7.5pp | 67.9%+18.9pp |
| Annual return | 4.47% | -23.82%+28.3pp | -14.97%+19.4pp | -7.84%+12.3pp |
| Employer contribution / active EE | $1,174 | $2,693-56.4% | $4,232-72.3% | $2,596-54.8% |
| Participant deferral / active EE | $4,173 | $4,148+0.6% | $5,602-25.5% | $4,027+3.6% |
| Admin fee / account holder | $7,298 | $6,582+10.9% | $10,323-29.3% | $5,403+35.1% |