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 | $99,640 | $129,942-23.3% | $104,294-4.5% | $134,475-25.9% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -17.05% | 42.03%-59.1pp | 24.61%-41.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,260 | $4,184-22.1% | $3,372-3.3% | $4,740-31.2% |
| Participant deferral / active EE | $6,593 | $5,588+18.0% | $4,625+42.5% | $6,400+3.0% |
| Admin fee / account holder | $3,205 | $9,323-65.6% | $7,339-56.3% | $11,426-71.9% |