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 | $144,325 | $142,344+1.4% | $119,609+20.7% | $134,475+7.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -13.20% | -12.44%-0.8pp | -14.97%+1.8pp | 417.96%-431.2pp |
| Employer contribution / active EE | $13,620 | $5,222+160.8% | $4,232+221.8% | $4,740+187.4% |
| Participant deferral / active EE | $13,026 | $6,469+101.4% | $5,602+132.5% | $6,400+103.5% |
| Admin fee / account holder | $940 | $13,584-93.1% | $10,323-90.9% | $11,426-91.8% |