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 | $70,741 | $73,004-3.1% | $90,749-22.0% | $68,494+3.3% |
| Participation rate | 88.0% | 70.8%+17.2pp | 75.7%+12.3pp | 67.9%+20.1pp |
| Annual return | -18.52% | -13.81%-4.7pp | -12.16%-6.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,747 | $2,193+25.3% | $2,921-6.0% | $2,596+5.8% |
| Participant deferral / active EE | $5,007 | $3,627+38.1% | $4,564+9.7% | $4,027+24.3% |
| Admin fee / account holder | $14,540 | $5,896+146.6% | $8,445+72.2% | $5,403+169.1% |