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 | $68,266 | $59,805+14.1% | $79,550-14.2% | $68,494-0.3% |
| Participation rate | 73.3% | 61.1%+12.3pp | 69.5%+3.8pp | 67.9%+5.4pp |
| Annual return | -17.26% | -12.30%-5.0pp | 0.16%-17.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,088 | $1,505-27.7% | $2,413-54.9% | $2,596-58.1% |
| Participant deferral / active EE | $3,162 | $3,024+4.5% | $3,985-20.7% | $4,027-21.5% |
| Admin fee / account holder | $930 | $4,835-80.8% | $6,832-86.4% | $5,403-82.8% |