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 | $77,740 | $64,707+20.1% | $112,228-30.7% | $68,494+13.5% |
| Participation rate | 74.4% | 67.2%+7.3pp | 75.1%-0.6pp | 67.9%+6.5pp |
| Annual return | -17.56% | -11.40%-6.2pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,328 | $2,746-51.6% | $3,635-63.5% | $2,596-48.9% |
| Participant deferral / active EE | $2,211 | $3,565-38.0% | $4,728-53.2% | $4,027-45.1% |
| Admin fee / account holder | $4,049 | $5,232-22.6% | $6,410-36.8% | $5,403-25.1% |