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 6-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 | $72,955 | $73,004-0.1% | $90,749-19.6% | $68,494+6.5% |
| Participation rate | 75.0% | 70.8%+4.2pp | 75.7%-0.7pp | 67.9%+7.1pp |
| Annual return | -14.71% | -13.81%-0.9pp | -12.16%-2.5pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,040 | $2,193-52.6% | $2,921-64.4% | $2,596-60.0% |
| Participant deferral / active EE | $4,107 | $3,627+13.2% | $4,564-10.0% | $4,027+2.0% |
| Admin fee / account holder | $15,200 | $5,896+157.8% | $8,445+80.0% | $5,403+181.3% |