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 | $88,994 | $73,867+20.5% | $143,757-38.1% | $68,494+29.9% |
| Participation rate | 91.9% | 66.7%+25.2pp | 80.3%+11.6pp | 67.9%+24.0pp |
| Annual return | -14.56% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,268 | $3,184+34.0% | $4,951-13.8% | $2,596+64.4% |
| Participant deferral / active EE | $3,365 | $3,384-0.6% | $5,637-40.3% | $4,027-16.4% |
| Admin fee / account holder | $2,994 | $5,755-48.0% | $14,673-79.6% | $5,403-44.6% |