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 | $67,620 | $59,805+13.1% | $79,550-15.0% | $68,494-1.3% |
| Participation rate | 81.9% | 61.1%+20.9pp | 69.5%+12.5pp | 67.9%+14.1pp |
| Annual return | -12.75% | -12.30%-0.4pp | 0.16%-12.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,142 | $1,505+42.3% | $2,413-11.2% | $2,596-17.5% |
| Participant deferral / active EE | $3,997 | $3,024+32.2% | $3,985+0.3% | $4,027-0.7% |
| Admin fee / account holder | $2,484 | $4,835-48.6% | $6,832-63.6% | $5,403-54.0% |