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 | $73,257 | $64,707+13.2% | $112,228-34.7% | $68,494+7.0% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -18.28% | -11.40%-6.9pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $5,263 | $2,746+91.7% | $3,635+44.8% | $2,596+102.7% |
| Participant deferral / active EE | $8,021 | $3,565+125.0% | $4,728+69.6% | $4,027+99.2% |
| Admin fee / account holder | $3,064 | $5,232-41.4% | $6,410-52.2% | $5,403-43.3% |