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 | $69,910 | $81,900-14.6% | $119,609-41.6% | $68,494+2.1% |
| Participation rate | 86.5% | 71.9%+14.6pp | 79.3%+7.2pp | 67.9%+18.6pp |
| Annual return | 5.16% | -23.82%+29.0pp | -14.97%+20.1pp | -7.84%+13.0pp |
| Employer contribution / active EE | $3,645 | $2,693+35.3% | $4,232-13.9% | $2,596+40.4% |
| Participant deferral / active EE | $7,911 | $4,148+90.7% | $5,602+41.2% | $4,027+96.4% |
| Admin fee / account holder | $8,581 | $6,582+30.4% | $10,323-16.9% | $5,403+58.8% |