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 | $144,194 | $142,344+1.3% | $119,609+20.6% | $134,475+7.2% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -19.10% | -12.44%-6.7pp | -14.97%-4.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $10,701 | $5,222+104.9% | $4,232+152.9% | $4,740+125.8% |
| Participant deferral / active EE | $15,577 | $6,469+140.8% | $5,602+178.1% | $6,400+143.4% |
| Admin fee / account holder | $1,227 | $13,584-91.0% | $10,323-88.1% | $11,426-89.3% |