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 | $61,155 | $59,805+2.3% | $79,550-23.1% | $68,494-10.7% |
| Participation rate | 85.5% | 61.1%+24.4pp | 69.5%+16.0pp | 67.9%+17.6pp |
| Annual return | -13.35% | -12.30%-1.1pp | 0.16%-13.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,954 | $1,505+29.8% | $2,413-19.0% | $2,596-24.7% |
| Participant deferral / active EE | $4,265 | $3,024+41.0% | $3,985+7.0% | $4,027+5.9% |
| Admin fee / account holder | $408 | $4,835-91.6% | $6,832-94.0% | $5,403-92.4% |