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 | $140,200 | $142,344-1.5% | $119,609+17.2% | $134,475+4.3% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -16.80% | -12.44%-4.4pp | -14.97%-1.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,556 | $5,222+6.4% | $4,232+31.3% | $4,740+17.2% |
| Participant deferral / active EE | $11,500 | $6,469+77.8% | $5,602+105.3% | $6,400+79.7% |
| Admin fee / account holder | $1,402 | $13,584-89.7% | $10,323-86.4% | $11,426-87.7% |