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 | $134,673 | $175,600-23.3% | $129,110+4.3% | $134,475+0.1% |
| Participation rate | 81.3% | 81.6%-0.3pp | 77.3%+4.0pp | 81.2%0pp |
| Annual return | -16.86% | -11.39%-5.5pp | -10.94%-5.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,033 | $6,355-68.0% | $5,052-59.8% | $4,740-57.1% |
| Participant deferral / active EE | $7,061 | $7,975-11.5% | $6,542+7.9% | $6,400+10.3% |
| Admin fee / account holder | $23,378 | $23,567-0.8% | $14,302+63.5% | $11,426+104.6% |