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 | $63,573 | $56,357+12.8% | $104,294-39.0% | $68,494-7.2% |
| Participation rate | 81.6% | 63.3%+18.4pp | 73.3%+8.4pp | 67.9%+13.7pp |
| Annual return | -14.85% | -9.19%-5.7pp | 24.61%-39.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,181 | $1,960-39.8% | $3,372-65.0% | $2,596-54.5% |
| Participant deferral / active EE | $2,458 | $3,077-20.1% | $4,625-46.8% | $4,027-39.0% |
| Admin fee / account holder | $11,315 | $4,903+130.8% | $7,339+54.2% | $5,403+109.4% |