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 | $80,309 | $46,674+72.1% | $117,472-31.6% | $68,494+17.2% |
| Participation rate | 96.2% | 56.8%+39.4pp | 70.6%+25.6pp | 67.9%+28.3pp |
| Annual return | -13.53% | -14.52%+1.0pp | 29.74%-43.3pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,630 | $1,505+8.3% | $4,176-61.0% | $2,596-37.2% |
| Participant deferral / active EE | $4,524 | $2,636+71.6% | $4,070+11.2% | $4,027+12.3% |
| Admin fee / account holder | $2,588 | $4,020-35.6% | $5,645-54.2% | $5,403-52.1% |