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 | $87,176 | $87,540-0.4% | $75,781+15.0% | $125,391-30.5% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | -2.19% | 13.48%-15.7pp | 9.68%-11.9pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,946 | $3,930-25.0% | $3,323-11.3% | $4,866-39.5% |
| Participant deferral / active EE | $8,623 | $4,229+103.9% | $3,651+136.2% | $5,352+61.1% |
| Admin fee / account holder | $1,625 | $6,502-75.0% | $5,299-69.3% | $9,540-83.0% |