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 | $76,351 | $71,883+6.2% | $86,677-11.9% | $68,494+11.5% |
| Participation rate | 96.6% | 72.2%+24.3pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -15.35% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,121 | $2,173-2.4% | $2,836-25.2% | $2,596-18.3% |
| Participant deferral / active EE | $4,662 | $3,779+23.4% | $4,656+0.1% | $4,027+15.8% |
| Admin fee / account holder | $6,466 | $6,112+5.8% | $7,493-13.7% | $5,403+19.7% |