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 | $68,744 | $56,357+22.0% | $104,294-34.1% | $68,494+0.4% |
| Participation rate | 95.1% | 63.3%+31.9pp | 73.3%+21.9pp | 67.9%+27.2pp |
| Annual return | -12.31% | -9.19%-3.1pp | 24.61%-36.9pp | -7.84%-4.5pp |
| Employer contribution / active EE | $4,422 | $1,960+125.6% | $3,372+31.2% | $2,596+70.3% |
| Participant deferral / active EE | $6,423 | $3,077+108.7% | $4,625+38.9% | $4,027+59.5% |
| Admin fee / account holder | $9,179 | $4,903+87.2% | $7,339+25.1% | $5,403+69.9% |