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 | $128,381 | $127,100+1.0% | $105,738+21.4% | $135,375-5.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 76.3%+1.4pp | 82.6%-4.9pp |
| Annual return | -4.69% | 4.49%-9.2pp | 6.27%-11.0pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,492 | $4,107-39.3% | $3,268-23.8% | $4,779-47.9% |
| Participant deferral / active EE | $4,630 | $5,064-8.6% | $4,080+13.5% | $5,609-17.5% |
| Admin fee / account holder | $1,619 | $9,087-82.2% | $6,913-76.6% | $10,827-85.0% |