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 | $160,209 | $167,484-4.3% | $151,611+5.7% | $134,475+19.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -15.16% | 7.80%-23.0pp | 3.33%-18.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,734 | $6,829-60.0% | $6,166-55.7% | $4,740-42.3% |
| Participant deferral / active EE | $7,979 | $8,986-11.2% | $8,363-4.6% | $6,400+24.7% |
| Admin fee / account holder | $26,682 | $13,783+93.6% | $11,616+129.7% | $11,426+133.5% |