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 | $86,920 | $59,805+45.3% | $79,550+9.3% | $68,494+26.9% |
| Participation rate | 86.5% | 61.1%+25.4pp | 69.5%+17.0pp | 67.9%+18.6pp |
| Annual return | -14.72% | -12.30%-2.4pp | 0.16%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,137 | $1,505+42.0% | $2,413-11.5% | $2,596-17.7% |
| Participant deferral / active EE | $3,461 | $3,024+14.4% | $3,985-13.2% | $4,027-14.1% |
| Admin fee / account holder | $10,130 | $4,835+109.5% | $6,832+48.3% | $5,403+87.5% |