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 | $133,646 | $90,590+47.5% | $90,782+47.2% | $135,375-1.3% |
| Participation rate | 92.9% | 83.7%+9.1pp | 82.7%+10.2pp | 82.6%+10.2pp |
| Annual return | -8.29% | -3.40%-4.9pp | -3.42%-4.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,571 | $4,352-40.9% | $4,105-37.4% | $4,779-46.2% |
| Participant deferral / active EE | $6,622 | $5,407+22.5% | $5,366+23.4% | $5,609+18.1% |
| Admin fee / account holder | $1,160 | $7,683-84.9% | $5,908-80.4% | $10,827-89.3% |