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 | $170,826 | $167,484+2.0% | $151,611+12.7% | $134,475+27.0% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -17.98% | 7.80%-25.8pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,110 | $6,829-54.5% | $6,166-49.6% | $4,740-34.4% |
| Participant deferral / active EE | $5,587 | $8,986-37.8% | $8,363-33.2% | $6,400-12.7% |
| Admin fee / account holder | $3,797 | $13,783-72.5% | $11,616-67.3% | $11,426-66.8% |