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 | $62,043 | $48,265+28.5% | $68,791-9.8% | $68,494-9.4% |
| Participation rate | 78.3% | 60.7%+17.6pp | 69.0%+9.2pp | 67.9%+10.4pp |
| Annual return | -15.26% | -12.71%-2.6pp | -6.38%-8.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,859 | $1,829+1.6% | $2,655-30.0% | $2,596-28.4% |
| Participant deferral / active EE | $4,908 | $2,867+71.2% | $3,941+24.5% | $4,027+21.9% |
| Admin fee / account holder | $937 | $4,355-78.5% | $4,932-81.0% | $5,403-82.7% |