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 6-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 | $74,029 | $64,707+14.4% | $112,228-34.0% | $68,494+8.1% |
| Participation rate | 85.7% | 67.2%+18.6pp | 75.1%+10.7pp | 67.9%+17.8pp |
| Annual return | -18.42% | -11.40%-7.0pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,583 | $2,746-5.9% | $3,635-28.9% | $2,596-0.5% |
| Participant deferral / active EE | $5,665 | $3,565+58.9% | $4,728+19.8% | $4,027+40.7% |
| Admin fee / account holder | $2,257 | $5,232-56.9% | $6,410-64.8% | $5,403-58.2% |