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 8-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 | $71,858 | $64,707+11.1% | $112,228-36.0% | $68,494+4.9% |
| Participation rate | 89.2% | 67.2%+22.0pp | 75.1%+14.1pp | 67.9%+21.3pp |
| Annual return | -13.98% | -11.40%-2.6pp | 27.45%-41.4pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,146 | $2,746-21.8% | $3,635-40.9% | $2,596-17.3% |
| Participant deferral / active EE | $5,624 | $3,565+57.8% | $4,728+19.0% | $4,027+39.6% |
| Admin fee / account holder | $5,670 | $5,232+8.4% | $6,410-11.5% | $5,403+5.0% |