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 | $86,178 | $59,805+44.1% | $79,550+8.3% | $68,494+25.8% |
| Participation rate | 78.7% | 61.1%+17.7pp | 69.5%+9.2pp | 67.9%+10.8pp |
| Annual return | -17.82% | -12.30%-5.5pp | 0.16%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $482 | $1,505-68.0% | $2,413-80.0% | $2,596-81.4% |
| Participant deferral / active EE | $3,726 | $3,024+23.2% | $3,985-6.5% | $4,027-7.5% |
| Admin fee / account holder | $1,892 | $4,835-60.9% | $6,832-72.3% | $5,403-65.0% |