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 | $69,851 | $56,357+23.9% | $104,294-33.0% | $68,494+2.0% |
| Participation rate | 71.4% | 63.3%+8.2pp | 73.3%-1.8pp | 67.9%+3.5pp |
| Annual return | -14.36% | -9.19%-5.2pp | 24.61%-39.0pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,986 | $1,960+1.3% | $3,372-41.1% | $2,596-23.5% |
| Participant deferral / active EE | $3,881 | $3,077+26.1% | $4,625-16.1% | $4,027-3.6% |
| Admin fee / account holder | $3,805 | $4,903-22.4% | $7,339-48.2% | $5,403-29.6% |