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 | $88,493 | $86,655+2.1% | $119,609-26.0% | $66,914+32.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -16.79% | -8.00%-8.8pp | -14.97%-1.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,901 | $2,536+53.8% | $4,232-7.8% | $2,544+53.3% |
| Participant deferral / active EE | $10,646 | $4,358+144.3% | $5,602+90.0% | $4,237+151.3% |
| Admin fee / account holder | $5,202 | $755+589.2% | $10,323-49.6% | $593+776.8% |