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 | $124,611 | $73,004+70.7% | $90,749+37.3% | $68,494+81.9% |
| Participation rate | 72.0% | 70.8%+1.2pp | 75.7%-3.7pp | 67.9%+4.1pp |
| Annual return | -17.28% | -13.81%-3.5pp | -12.16%-5.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,354 | $3,627+20.1% | $4,564-4.6% | $4,027+8.1% |
| Admin fee / account holder | $1,756 | $5,896-70.2% | $8,445-79.2% | $5,403-67.5% |