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 8-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 | $137,424 | $167,484-17.9% | $151,611-9.4% | $134,475+2.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.29% | 7.80%-20.1pp | 3.33%-15.6pp | 417.96%-430.2pp |
| Employer contribution / active EE | $6,682 | $6,829-2.2% | $6,166+8.4% | $4,740+41.0% |
| Participant deferral / active EE | $12,202 | $8,986+35.8% | $8,363+45.9% | $6,400+90.7% |
| Admin fee / account holder | $1,200 | $13,783-91.3% | $11,616-89.7% | $11,426-89.5% |