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 | $76,113 | $73,867+3.0% | $143,757-47.1% | $68,494+11.1% |
| Participation rate | 90.5% | 66.7%+23.8pp | 80.3%+10.2pp | 67.9%+22.6pp |
| Annual return | -13.12% | 1.01%-14.1pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $6,579 | $3,184+106.6% | $4,951+32.9% | $2,596+153.4% |
| Participant deferral / active EE | $4,643 | $3,384+37.2% | $5,637-17.6% | $4,027+15.3% |
| Admin fee / account holder | $6,495 | $5,755+12.9% | $14,673-55.7% | $5,403+20.2% |