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 | $99,649 | $95,862+3.9% | $79,550+25.3% | $134,475-25.9% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -13.04% | -2.69%-10.4pp | 0.16%-13.2pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,718 | $3,128-45.1% | $2,413-28.8% | $4,740-63.7% |
| Participant deferral / active EE | $4,668 | $4,693-0.5% | $3,985+17.1% | $6,400-27.1% |
| Admin fee / account holder | $600 | $9,126-93.4% | $6,832-91.2% | $11,426-94.7% |