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 | $77,411 | $73,867+4.8% | $143,757-46.2% | $68,494+13.0% |
| Participation rate | 86.4% | 66.7%+19.7pp | 80.3%+6.1pp | 67.9%+18.5pp |
| Annual return | -18.79% | 1.01%-19.8pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,310 | $3,184-27.5% | $4,951-53.3% | $2,596-11.0% |
| Participant deferral / active EE | $7,738 | $3,384+128.6% | $5,637+37.3% | $4,027+92.1% |
| Admin fee / account holder | $3,657 | $5,755-36.5% | $14,673-75.1% | $5,403-32.3% |