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 | $75,851 | $71,883+5.5% | $86,677-12.5% | $68,494+10.7% |
| Participation rate | 85.2% | 72.2%+12.9pp | 76.6%+8.6pp | 67.9%+17.3pp |
| Annual return | -17.15% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,891 | $2,173-13.0% | $2,836-33.3% | $2,596-27.2% |
| Participant deferral / active EE | $5,172 | $3,779+36.9% | $4,656+11.1% | $4,027+28.4% |
| Admin fee / account holder | $3,526 | $6,112-42.3% | $7,493-52.9% | $5,403-34.7% |