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 | $119,894 | $73,867+62.3% | $143,757-16.6% | $68,494+75.0% |
| Participation rate | 70.6% | 66.7%+3.9pp | 80.3%-9.7pp | 67.9%+2.7pp |
| Annual return | -15.40% | 1.01%-16.4pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,738 | $3,184-14.0% | $4,951-44.7% | $2,596+5.5% |
| Participant deferral / active EE | $4,927 | $3,384+45.6% | $5,637-12.6% | $4,027+22.3% |
| Admin fee / account holder | $1,266 | $5,755-78.0% | $14,673-91.4% | $5,403-76.6% |