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 | $152,928 | $133,958+14.2% | $112,228+36.3% | $134,475+13.7% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -16.27% | 47.11%-63.4pp | 27.45%-43.7pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,605 | $4,038-35.5% | $3,635-28.3% | $4,740-45.0% |
| Participant deferral / active EE | $4,932 | $5,291-6.8% | $4,728+4.3% | $6,400-22.9% |
| Admin fee / account holder | $3,493 | $7,489-53.4% | $6,410-45.5% | $11,426-69.4% |