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 | $77,960 | $71,883+8.5% | $86,677-10.1% | $68,494+13.8% |
| Participation rate | 93.5% | 72.2%+21.3pp | 76.6%+17.0pp | 67.9%+25.7pp |
| Annual return | -15.49% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $5,229 | $2,173+140.6% | $2,836+84.3% | $2,596+101.4% |
| Participant deferral / active EE | $5,257 | $3,779+39.1% | $4,656+12.9% | $4,027+30.5% |
| Admin fee / account holder | $705 | $6,112-88.5% | $7,493-90.6% | $5,403-87.0% |