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 | $143,886 | $142,344+1.1% | $119,609+20.3% | $134,475+7.0% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -18.27% | -12.44%-5.8pp | -14.97%-3.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,826 | $5,222-65.0% | $4,232-56.8% | $4,740-61.5% |
| Participant deferral / active EE | $6,156 | $6,469-4.8% | $5,602+9.9% | $6,400-3.8% |
| Admin fee / account holder | $3,216 | $13,584-76.3% | $10,323-68.9% | $11,426-71.9% |