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 | $74,042 | $64,707+14.4% | $112,228-34.0% | $68,494+8.1% |
| Participation rate | 73.0% | 67.2%+5.8pp | 75.1%-2.1pp | 67.9%+5.1pp |
| Annual return | -19.36% | -11.40%-8.0pp | 27.45%-46.8pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,072 | $2,746-24.5% | $3,635-43.0% | $2,596-20.2% |
| Participant deferral / active EE | $2,918 | $3,565-18.2% | $4,728-38.3% | $4,027-27.6% |
| Admin fee / account holder | $3,347 | $5,232-36.0% | $6,410-47.8% | $5,403-38.0% |