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 | $91,987 | $81,900+12.3% | $119,609-23.1% | $68,494+34.3% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | -17.25% | -23.82%+6.6pp | -14.97%-2.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $5,941 | $2,693+120.6% | $4,232+40.4% | $2,596+128.8% |
| Participant deferral / active EE | $3,354 | $4,148-19.1% | $5,602-40.1% | $4,027-16.7% |
| Admin fee / account holder | $3,547 | $6,582-46.1% | $10,323-65.6% | $5,403-34.4% |