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 | $65,492 | $77,813-15.8% | $123,544-47.0% | $64,186+2.0% |
| Participation rate | 75.5% | 74.7%+0.8pp | 82.3%-6.8pp | 69.6%+5.9pp |
| Annual return | -6.62% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,022 | $3,014+0.3% | $4,628-34.7% | $2,381+26.9% |
| Participant deferral / active EE | $6,125 | $5,240+16.9% | $6,426-4.7% | $3,470+76.5% |
| Admin fee / account holder | $4,365 | $5,519-20.9% | $9,284-53.0% | $4,888-10.7% |