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 | $136,093 | $73,004+86.4% | $90,749+50.0% | $68,494+98.7% |
| Participation rate | 96.4% | 70.8%+25.6pp | 75.7%+20.7pp | 67.9%+28.5pp |
| Annual return | -11.57% | -13.81%+2.2pp | -12.16%+0.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,955 | $2,193-10.9% | $2,921-33.1% | $2,596-24.7% |
| Participant deferral / active EE | $3,214 | $3,627-11.4% | $4,564-29.6% | $4,027-20.2% |
| Admin fee / account holder | $4,531 | $5,896-23.2% | $8,445-46.3% | $5,403-16.1% |