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 | $77,029 | $54,229+42.0% | $70,092+9.9% | $68,494+12.5% |
| Participation rate | 81.8% | 64.5%+17.3pp | 70.5%+11.3pp | 67.9%+13.9pp |
| Annual return | -17.44% | -13.87%-3.6pp | 190.73%-208.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,627 | $2,018+30.2% | $2,559+2.7% | $2,596+1.2% |
| Participant deferral / active EE | $4,872 | $2,956+64.8% | $3,849+26.6% | $4,027+21.0% |
| Admin fee / account holder | $1,334 | $4,694-71.6% | $6,267-78.7% | $5,403-75.3% |