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 | $88,985 | $127,386-30.1% | $115,037-22.6% | $125,391-29.0% |
| Participation rate | 93.8% | 84.2%+9.6pp | 81.4%+12.4pp | 83.2%+10.6pp |
| Annual return | -0.24% | 31.28%-31.5pp | 26.14%-26.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $7,241 | $5,166+40.2% | $4,608+57.1% | $4,866+48.8% |
| Participant deferral / active EE | $5,948 | $6,423-7.4% | $6,026-1.3% | $5,352+11.1% |
| Admin fee / account holder | $10,542 | $9,516+10.8% | $8,175+29.0% | $9,540+10.5% |