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 | $91,915 | $91,538+0.4% | $129,995-29.3% | $75,163+22.3% |
| Participation rate | 89.3% | 71.4%+17.8pp | 78.5%+10.8pp | 67.2%+22.1pp |
| Annual return | 20.62% | -631.11%+651.7pp | -137.18%+157.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $4,292 | $2,845+50.8% | $4,320-0.6% | $2,670+60.8% |
| Participant deferral / active EE | $5,041 | $4,341+16.1% | $5,820-13.4% | $4,125+22.2% |
| Admin fee / account holder | $4,971 | $6,790-26.8% | $10,614-53.2% | $5,651-12.0% |