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 | $78,568 | $81,900-4.1% | $119,609-34.3% | $68,494+14.7% |
| Participation rate | 70.6% | 71.9%-1.3pp | 79.3%-8.7pp | 67.9%+2.7pp |
| Annual return | -10.56% | -23.82%+13.3pp | -14.97%+4.4pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,306 | $2,693-51.5% | $4,232-69.1% | $2,596-49.7% |
| Participant deferral / active EE | $2,957 | $4,148-28.7% | $5,602-47.2% | $4,027-26.6% |
| Admin fee / account holder | $657 | $6,582-90.0% | $10,323-93.6% | $5,403-87.8% |