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 8-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 | $167,543 | $167,307+0.1% | $143,757+16.5% | $134,475+24.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.94% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $6,815 | $5,619+21.3% | $4,951+37.7% | $4,740+43.8% |
| Participant deferral / active EE | $7,554 | $6,446+17.2% | $5,637+34.0% | $6,400+18.0% |
| Admin fee / account holder | $1,201 | $18,088-93.4% | $14,673-91.8% | $11,426-89.5% |