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 | $68,993 | $71,883-4.0% | $86,677-20.4% | $68,494+0.7% |
| Participation rate | 80.5% | 72.2%+8.3pp | 76.6%+3.9pp | 67.9%+12.6pp |
| Annual return | -17.94% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,895 | $2,173+33.2% | $2,836+2.1% | $2,596+11.5% |
| Participant deferral / active EE | $5,777 | $3,779+52.9% | $4,656+24.1% | $4,027+43.5% |
| Admin fee / account holder | $4,460 | $6,112-27.0% | $7,493-40.5% | $5,403-17.4% |