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 | $129,690 | $105,860+22.5% | $90,749+42.9% | $134,475-3.6% |
| Participation rate | 81.3% | 78.2%+3.0pp | 75.7%+5.6pp | 81.2%0pp |
| Annual return | -18.79% | -11.01%-7.8pp | -12.16%-6.6pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,673 | $3,462-22.8% | $2,921-8.5% | $4,740-43.6% |
| Participant deferral / active EE | $6,568 | $5,216+25.9% | $4,564+43.9% | $6,400+2.6% |
| Admin fee / account holder | $13,442 | $13,938-3.6% | $8,445+59.2% | $11,426+17.6% |