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 | $104,032 | $110,094-5.5% | $151,611-31.4% | $68,494+51.9% |
| Participation rate | 84.4% | 84.0%+0.4pp | 87.5%-3.1pp | 67.9%+16.5pp |
| Annual return | -12.11% | -10.12%-2.0pp | 3.33%-15.4pp | -7.84%-4.3pp |
| Employer contribution / active EE | $3,002 | $4,471-32.9% | $6,166-51.3% | $2,596+15.6% |
| Participant deferral / active EE | $3,497 | $6,527-46.4% | $8,363-58.2% | $4,027-13.2% |
| Admin fee / account holder | $3,612 | $7,719-53.2% | $11,616-68.9% | $5,403-33.2% |