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 | $118,969 | $142,344-16.4% | $119,609-0.5% | $134,475-11.5% |
| Participation rate | 84.2% | 82.8%+1.4pp | 79.3%+5.0pp | 81.2%+3.0pp |
| Annual return | -17.37% | -12.44%-4.9pp | -14.97%-2.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $7,960 | $5,222+52.4% | $4,232+88.1% | $4,740+67.9% |
| Participant deferral / active EE | $5,314 | $6,469-17.9% | $5,602-5.1% | $6,400-17.0% |
| Admin fee / account holder | $2,470 | $13,584-81.8% | $10,323-76.1% | $11,426-78.4% |