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 | $158,721 | $167,307-5.1% | $143,757+10.4% | $134,475+18.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -11.64% | 0.46%-12.1pp | -0.04%-11.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $3,420 | $5,619-39.1% | $4,951-30.9% | $4,740-27.8% |
| Participant deferral / active EE | $9,585 | $6,446+48.7% | $5,637+70.0% | $6,400+49.8% |
| Admin fee / account holder | $10,772 | $18,088-40.5% | $14,673-26.6% | $11,426-5.7% |