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 | $94,247 | $56,357+67.2% | $104,294-9.6% | $68,494+37.6% |
| Participation rate | 93.4% | 63.3%+30.2pp | 73.3%+20.2pp | 67.9%+25.6pp |
| Annual return | -9.48% | -9.19%-0.3pp | 24.61%-34.1pp | -7.84%-1.6pp |
| Employer contribution / active EE | $1,403 | $1,960-28.4% | $3,372-58.4% | $2,596-46.0% |
| Participant deferral / active EE | $2,696 | $3,077-12.4% | $4,625-41.7% | $4,027-33.1% |
| Admin fee / account holder | $4,389 | $4,903-10.5% | $7,339-40.2% | $5,403-18.8% |