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 | $93,088 | $73,004+27.5% | $90,749+2.6% | $68,494+35.9% |
| Participation rate | 85.2% | 70.8%+14.4pp | 75.7%+9.5pp | 67.9%+17.3pp |
| Annual return | -10.54% | -13.81%+3.3pp | -12.16%+1.6pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,869 | $2,193-14.8% | $2,921-36.0% | $2,596-28.0% |
| Participant deferral / active EE | $3,081 | $3,627-15.1% | $4,564-32.5% | $4,027-23.5% |
| Admin fee / account holder | $1,093 | $5,896-81.5% | $8,445-87.1% | $5,403-79.8% |