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 | $52,119 | $59,805-12.9% | $79,550-34.5% | $68,494-23.9% |
| Participation rate | 70.5% | 61.1%+9.4pp | 69.5%+1.0pp | 67.9%+2.6pp |
| Annual return | -17.93% | -12.30%-5.6pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,177 | $1,505+44.7% | $2,413-9.8% | $2,596-16.1% |
| Participant deferral / active EE | $3,951 | $3,024+30.6% | $3,985-0.9% | $4,027-1.9% |
| Admin fee / account holder | $399 | $4,835-91.7% | $6,832-94.2% | $5,403-92.6% |