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 | $93,778 | $81,900+14.5% | $119,609-21.6% | $68,494+36.9% |
| Participation rate | 79.4% | 71.9%+7.5pp | 79.3%+0.2pp | 67.9%+11.5pp |
| Annual return | -18.14% | -23.82%+5.7pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,753 | $2,693+39.4% | $4,232-11.3% | $2,596+44.6% |
| Participant deferral / active EE | $5,757 | $4,148+38.8% | $5,602+2.8% | $4,027+42.9% |
| Admin fee / account holder | $1,561 | $6,582-76.3% | $10,323-84.9% | $5,403-71.1% |