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 | $95,446 | $110,094-13.3% | $151,611-37.0% | $68,494+39.3% |
| Participation rate | 91.9% | 84.0%+7.9pp | 87.5%+4.4pp | 67.9%+24.0pp |
| Annual return | -18.40% | -10.12%-8.3pp | 3.33%-21.7pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,860 | $4,471-13.7% | $6,166-37.4% | $2,596+48.7% |
| Participant deferral / active EE | $7,759 | $6,527+18.9% | $8,363-7.2% | $4,027+92.7% |
| Admin fee / account holder | $1,066 | $7,719-86.2% | $11,616-90.8% | $5,403-80.3% |