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 | $79,013 | $77,813+1.5% | $123,544-36.0% | $64,186+23.1% |
| Participation rate | 76.2% | 74.7%+1.5pp | 82.3%-6.1pp | 69.6%+6.6pp |
| Annual return | -7.81% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $995 | $3,014-67.0% | $4,628-78.5% | $2,381-58.2% |
| Participant deferral / active EE | $4,630 | $5,240-11.6% | $6,426-27.9% | $3,470+33.5% |
| Admin fee / account holder | $607 | $5,519-89.0% | $9,284-93.5% | $4,888-87.6% |