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 | $71,674 | $59,805+19.8% | $79,550-9.9% | $68,494+4.6% |
| Participation rate | 78.5% | 61.1%+17.4pp | 69.5%+9.0pp | 67.9%+10.6pp |
| Annual return | -15.50% | -12.30%-3.2pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $7,846 | $1,505+421.4% | $2,413+225.1% | $2,596+202.2% |
| Participant deferral / active EE | $2,124 | $3,024-29.8% | $3,985-46.7% | $4,027-47.3% |
| Admin fee / account holder | $1,606 | $4,835-66.8% | $6,832-76.5% | $5,403-70.3% |