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 | $54,618 | $64,707-15.6% | $112,228-51.3% | $68,494-20.3% |
| Participation rate | 72.7% | 67.2%+5.6pp | 75.1%-2.3pp | 67.9%+4.8pp |
| Annual return | -17.08% | -11.40%-5.7pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,393 | $2,746+23.6% | $3,635-6.6% | $2,596+30.7% |
| Participant deferral / active EE | $6,634 | $3,565+86.1% | $4,728+40.3% | $4,027+64.7% |
| Admin fee / account holder | $2,440 | $5,232-53.4% | $6,410-61.9% | $5,403-54.8% |