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 | $150,171 | $167,307-10.2% | $143,757+4.5% | $134,475+11.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -10.30% | 0.46%-10.8pp | -0.04%-10.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $13,935 | $5,619+148.0% | $4,951+181.5% | $4,740+194.0% |
| Participant deferral / active EE | $8,151 | $6,446+26.5% | $5,637+44.6% | $6,400+27.4% |
| Admin fee / account holder | $2,686 | $18,088-85.2% | $14,673-81.7% | $11,426-76.5% |