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 | $68,886 | $54,726+25.9% | $68,793+0.1% | $64,186+7.3% |
| Participation rate | 86.1% | 68.0%+18.1pp | 72.2%+13.9pp | 69.6%+16.5pp |
| Annual return | -7.69% | -1.62%-6.1pp | -4.63%-3.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,399 | $1,846+84.1% | $2,625+29.5% | $2,381+42.7% |
| Participant deferral / active EE | $2,593 | $2,626-1.3% | $3,311-21.7% | $3,470-25.3% |
| Admin fee / account holder | $6,549 | $4,027+62.6% | $5,131+27.6% | $4,888+34.0% |