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 | $139,596 | $100,754+38.6% | $86,677+61.1% | $134,475+3.8% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -18.17% | 29.04%-47.2pp | 35.91%-54.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,369 | $3,489-3.4% | $2,836+18.8% | $4,740-28.9% |
| Participant deferral / active EE | $6,882 | $5,338+28.9% | $4,656+47.8% | $6,400+7.5% |
| Admin fee / account holder | $3,939 | $10,926-63.9% | $7,493-47.4% | $11,426-65.5% |