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 | $64,569 | $59,805+8.0% | $79,550-18.8% | $68,494-5.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -10.42% | -12.30%+1.9pp | 0.16%-10.6pp | -7.84%-2.6pp |
| Employer contribution / active EE | $2,388 | $1,505+58.7% | $2,413-1.0% | $2,596-8.0% |
| Participant deferral / active EE | $3,335 | $3,024+10.3% | $3,985-16.3% | $4,027-17.2% |
| Admin fee / account holder | $2,295 | $4,835-52.5% | $6,832-66.4% | $5,403-57.5% |