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 | $74,778 | $71,883+4.0% | $86,677-13.7% | $68,494+9.2% |
| Participation rate | 86.8% | 72.2%+14.6pp | 76.6%+10.3pp | 67.9%+19.0pp |
| Annual return | -11.04% | 3.52%-14.6pp | 35.91%-47.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $2,174 | $2,173+0.1% | $2,836-23.3% | $2,596-16.3% |
| Participant deferral / active EE | $5,461 | $3,779+44.5% | $4,656+17.3% | $4,027+35.6% |
| Admin fee / account holder | $2,561 | $6,112-58.1% | $7,493-65.8% | $5,403-52.6% |