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 | $142,847 | $142,344+0.4% | $119,609+19.4% | $134,475+6.2% |
| Participation rate | 81.3% | 82.8%-1.6pp | 79.3%+2.0pp | 81.2%0pp |
| Annual return | -7.90% | -12.44%+4.5pp | -14.97%+7.1pp | 417.96%-425.9pp |
| Employer contribution / active EE | $1,779 | $5,222-65.9% | $4,232-58.0% | $4,740-62.5% |
| Participant deferral / active EE | $2,069 | $6,469-68.0% | $5,602-63.1% | $6,400-67.7% |
| Admin fee / account holder | $18,230 | $13,584+34.2% | $10,323+76.6% | $11,426+59.5% |