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 | $70,874 | $45,863+54.5% | $77,024-8.0% | $68,494+3.5% |
| Participation rate | 80.5% | 55.9%+24.6pp | 67.9%+12.6pp | 67.9%+12.6pp |
| Annual return | -14.30% | 1.72%-16.0pp | 42.32%-56.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,615 | $1,650+58.5% | $2,812-7.0% | $2,596+0.7% |
| Participant deferral / active EE | $3,549 | $2,962+19.8% | $4,426-19.8% | $4,027-11.9% |
| Admin fee / account holder | $9,718 | $3,041+219.6% | $5,425+79.1% | $5,403+79.9% |