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 | $76,919 | $85,790-10.3% | $67,313+14.3% | $135,375-43.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -6.93% | -0.54%-6.4pp | -4.08%-2.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,420 | $3,487-30.6% | $2,566-5.7% | $4,779-49.4% |
| Participant deferral / active EE | $7,019 | $4,651+50.9% | $3,568+96.7% | $5,609+25.1% |
| Admin fee / account holder | $716 | $6,392-88.8% | $4,507-84.1% | $10,827-93.4% |