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 | $106,328 | $105,860+0.4% | $90,749+17.2% | $134,475-20.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | 2.37% | -11.01%+13.4pp | -12.16%+14.5pp | 417.96%-415.6pp |
| Employer contribution / active EE | $693 | $3,462-80.0% | $2,921-76.3% | $4,740-85.4% |
| Participant deferral / active EE | $3,806 | $5,216-27.0% | $4,564-16.6% | $6,400-40.5% |
| Admin fee / account holder | $20,685 | $13,938+48.4% | $8,445+145.0% | $11,426+81.0% |