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 | $173,824 | $167,484+3.8% | $151,611+14.7% | $134,475+29.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.01% | 7.80%-24.8pp | 3.33%-20.3pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,814 | $6,829-58.8% | $6,166-54.4% | $4,740-40.6% |
| Participant deferral / active EE | $6,519 | $8,986-27.5% | $8,363-22.1% | $6,400+1.9% |
| Admin fee / account holder | $12,630 | $13,783-8.4% | $11,616+8.7% | $11,426+10.5% |