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 | $122,852 | $158,817-22.6% | $121,196+1.4% | $135,375-9.3% |
| Participation rate | 85.0% | 79.3%+5.7pp | 71.7%+13.3pp | 82.6%+2.4pp |
| Annual return | -7.29% | -0.64%-6.7pp | 16.93%-24.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $5,172 | $5,665-8.7% | $4,022+28.6% | $4,779+8.2% |
| Participant deferral / active EE | $12,166 | $4,005+203.8% | $3,344+263.8% | $5,609+116.9% |
| Admin fee / account holder | $986 | $6,512-84.9% | $5,019-80.4% | $10,827-90.9% |