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 | $133,581 | $131,829+1.3% | $108,579+23.0% | $273,961-51.2% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 5.87% | -91.57%+97.4pp | -51.70%+57.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,110 | $4,912-16.3% | $3,758+9.4% | $4,869-15.6% |
| Participant deferral / active EE | $8,283 | $5,127+61.6% | $4,311+92.2% | $5,287+56.7% |
| Admin fee / account holder | $4,347 | $10,252-57.6% | $7,645-43.1% | $10,132-57.1% |