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 | $65,698 | $54,229+21.1% | $70,092-6.3% | $68,494-4.1% |
| Participation rate | 75.0% | 64.5%+10.5pp | 70.5%+4.5pp | 67.9%+7.1pp |
| Annual return | -15.94% | -13.87%-2.1pp | 190.73%-206.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,285 | $2,018-36.3% | $2,559-49.8% | $2,596-50.5% |
| Participant deferral / active EE | $2,115 | $2,956-28.4% | $3,849-45.0% | $4,027-47.5% |
| Admin fee / account holder | $3,168 | $4,694-32.5% | $6,267-49.4% | $5,403-41.4% |