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 7-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 | $148,312 | $167,307-11.4% | $143,757+3.2% | $134,475+10.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.40% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,823 | $5,619-49.8% | $4,951-43.0% | $4,740-40.4% |
| Participant deferral / active EE | $10,477 | $6,446+62.5% | $5,637+85.9% | $6,400+63.7% |
| Admin fee / account holder | $4,012 | $18,088-77.8% | $14,673-72.7% | $11,426-64.9% |