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 | $117,494 | $129,942-9.6% | $104,294+12.7% | $134,475-12.6% |
| Participation rate | 86.4% | 79.5%+6.8pp | 73.3%+13.1pp | 81.2%+5.1pp |
| Annual return | -19.55% | 42.03%-61.6pp | 24.61%-44.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,195 | $4,184-71.4% | $3,372-64.6% | $4,740-74.8% |
| Participant deferral / active EE | $4,227 | $5,588-24.3% | $4,625-8.6% | $6,400-33.9% |
| Admin fee / account holder | $3,074 | $9,323-67.0% | $7,339-58.1% | $11,426-73.1% |