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 | $70,432 | $59,805+17.8% | $79,550-11.5% | $68,494+2.8% |
| Participation rate | 96.7% | 61.1%+35.6pp | 69.5%+27.2pp | 67.9%+28.8pp |
| Annual return | -17.57% | -12.30%-5.3pp | 0.16%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,078 | $1,505+104.6% | $2,413+27.6% | $2,596+18.6% |
| Participant deferral / active EE | $4,710 | $3,024+55.7% | $3,985+18.2% | $4,027+17.0% |
| Admin fee / account holder | $960 | $4,835-80.2% | $6,832-86.0% | $5,403-82.2% |