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 | $80,343 | $59,805+34.3% | $79,550+1.0% | $68,494+17.3% |
| Participation rate | 98.2% | 61.1%+37.1pp | 69.5%+28.7pp | 67.9%+30.3pp |
| Annual return | -14.00% | -12.30%-1.7pp | 0.16%-14.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,497 | $1,505-0.6% | $2,413-38.0% | $2,596-42.4% |
| Participant deferral / active EE | $3,268 | $3,024+8.0% | $3,985-18.0% | $4,027-18.9% |
| Admin fee / account holder | $1,239 | $4,835-74.4% | $6,832-81.9% | $5,403-77.1% |