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 | $62,186 | $76,912-19.1% | $129,110-51.8% | $68,494-9.2% |
| Participation rate | 89.3% | 69.1%+20.1pp | 77.3%+12.0pp | 67.9%+21.4pp |
| Annual return | -15.60% | -9.78%-5.8pp | -10.94%-4.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,704 | $3,243+14.2% | $5,052-26.7% | $2,596+42.7% |
| Participant deferral / active EE | $6,295 | $4,732+33.0% | $6,542-3.8% | $4,027+56.3% |
| Admin fee / account holder | $3,519 | $6,638-47.0% | $14,302-75.4% | $5,403-34.9% |