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 | $81,512 | $59,805+36.3% | $79,550+2.5% | $68,494+19.0% |
| Participation rate | 73.9% | 61.1%+12.8pp | 69.5%+4.4pp | 67.9%+6.0pp |
| Annual return | -13.38% | -12.30%-1.1pp | 0.16%-13.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,633 | $1,505+8.5% | $2,413-32.3% | $2,596-37.1% |
| Participant deferral / active EE | $7,073 | $3,024+133.9% | $3,985+77.5% | $4,027+75.6% |
| Admin fee / account holder | $999 | $4,835-79.3% | $6,832-85.4% | $5,403-81.5% |