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 | $113,004 | $95,862+17.9% | $79,550+42.1% | $134,475-16.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -7.72% | -2.69%-5.0pp | 0.16%-7.9pp | 417.96%-425.7pp |
| Employer contribution / active EE | $2,083 | $3,128-33.4% | $2,413-13.7% | $4,740-56.0% |
| Participant deferral / active EE | $5,618 | $4,693+19.7% | $3,985+41.0% | $6,400-12.2% |
| Admin fee / account holder | $9,548 | $9,126+4.6% | $6,832+39.7% | $11,426-16.4% |