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 | $75,255 | $59,805+25.8% | $79,550-5.4% | $68,494+9.9% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.5%+19.4pp | 67.9%+21.0pp |
| Annual return | -16.71% | -12.30%-4.4pp | 0.16%-16.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $981 | $1,505-34.8% | $2,413-59.3% | $2,596-62.2% |
| Participant deferral / active EE | $4,188 | $3,024+38.5% | $3,985+5.1% | $4,027+4.0% |
| Admin fee / account holder | $4,448 | $4,835-8.0% | $6,832-34.9% | $5,403-17.7% |